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CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan NameCYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
Plan identification number 001

CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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

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

Company Name:CYPRUS FEDERAL CREDIT UNION
Employer identification number (EIN):870127320
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ADAM BENNETT
0012016-01-01ADAM BENNETT
0012015-01-01ADAM BENNETT
0012014-01-01ADAM BENNETT
0012013-01-01ADAM BENNETT
0012012-01-01ADAM BENNETT
0012011-01-01ADAM BUDDY BENNETT ADAM BUDDY BENNETT2012-10-12
0012009-01-01MICHAEL WALTERS

Plan Statistics for CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2022: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets2022-12-3142,928,458
Acturial value of plan assets2022-12-3142,928,458
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3195
Fundng target for terminated vested participants2022-12-312,287,077
Active participant vested funding target2022-12-3113,956,509
Number of active participants2022-12-31372
Total funding liabilities for active participants2022-12-3114,097,163
Total participant count2022-12-31469
Total funding target for all participants2022-12-3116,384,240
Balance at beginning of prior year after applicable adjustments2022-12-31747,781
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-31747,781
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-312,384,577
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-312,515,729
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31851,274
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-312,170,792
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01468
Total number of active participants reported on line 7a of the Form 55002022-01-01307
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01116
Total of all active and inactive participants2022-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0136
2021: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets2021-12-3138,484,189
Acturial value of plan assets2021-12-3138,484,189
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3173
Fundng target for terminated vested participants2021-12-312,035,888
Active participant vested funding target2021-12-3113,383,757
Number of active participants2021-12-31337
Total funding liabilities for active participants2021-12-3113,497,015
Total participant count2021-12-31412
Total funding target for all participants2021-12-3115,532,903
Balance at beginning of prior year after applicable adjustments2021-12-31634,627
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31634,627
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-319,497,571
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-319,996,193
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-31747,781
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-312,457,733
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-312,384,577
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,734,771
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-312,384,577
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01412
Total number of active participants reported on line 7a of the Form 55002021-01-01280
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0195
Total of all active and inactive participants2021-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0130
2020: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets2020-12-3123,866,173
Acturial value of plan assets2020-12-3123,866,173
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3168
Fundng target for terminated vested participants2020-12-311,994,792
Active participant vested funding target2020-12-3111,453,050
Number of active participants2020-12-31306
Total funding liabilities for active participants2020-12-3111,586,667
Total participant count2020-12-31376
Total funding target for all participants2020-12-3113,581,459
Balance at beginning of prior year after applicable adjustments2020-12-31525,049
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31525,049
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-311,416,087
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,492,981
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31634,627
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-319,745,555
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-319,497,571
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,422,976
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-319,497,571
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01377
Total number of active participants reported on line 7a of the Form 55002020-01-01282
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0173
Total of all active and inactive participants2020-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-12-3118,789,388
Acturial value of plan assets2019-12-3118,789,388
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3162
Fundng target for terminated vested participants2019-12-311,776,530
Active participant vested funding target2019-12-319,525,407
Number of active participants2019-12-31286
Total funding liabilities for active participants2019-12-319,623,361
Total participant count2019-12-31350
Total funding target for all participants2019-12-3111,399,891
Balance at beginning of prior year after applicable adjustments2019-12-31568,666
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31568,666
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-311,193,670
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-311,260,754
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31525,049
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-311,455,817
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,416,087
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,103,027
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-311,416,087
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01349
Total number of active participants reported on line 7a of the Form 55002019-01-01244
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0168
Total of all active and inactive participants2019-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0130
2018: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-12-3119,543,020
Acturial value of plan assets2018-12-3119,543,020
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-3152
Fundng target for terminated vested participants2018-12-311,593,924
Active participant vested funding target2018-12-317,959,019
Number of active participants2018-12-31264
Total funding liabilities for active participants2018-12-318,052,076
Total participant count2018-12-31318
Total funding target for all participants2018-12-319,646,000
Balance at beginning of prior year after applicable adjustments2018-12-31489,807
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31489,807
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-311,055,313
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,116,521
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31568,666
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-311,229,421
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,193,670
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31871,335
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-311,193,670
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01316
Total number of active participants reported on line 7a of the Form 55002018-01-01228
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0162
Total of all active and inactive participants2018-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0120
2017: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-12-3116,429,819
Acturial value of plan assets2017-12-3116,429,819
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3146
Fundng target for terminated vested participants2017-12-311,390,009
Active participant vested funding target2017-12-316,770,018
Number of active participants2017-12-31251
Total funding liabilities for active participants2017-12-316,878,020
Total participant count2017-12-31299
Total funding target for all participants2017-12-318,268,029
Balance at beginning of prior year after applicable adjustments2017-12-31448,131
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31448,131
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-312,909,586
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-313,083,870
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31489,807
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-311,086,912
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,055,313
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31759,793
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-311,055,313
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01299
Total number of active participants reported on line 7a of the Form 55002017-01-01217
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0152
Total of all active and inactive participants2017-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0123
2016: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Market value of plan assets2016-12-3112,913,585
Acturial value of plan assets2016-12-3112,913,585
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3150
Fundng target for terminated vested participants2016-12-31597,742
Active participant vested funding target2016-12-316,678,876
Number of active participants2016-12-31218
Total funding liabilities for active participants2016-12-316,728,574
Total participant count2016-12-31270
Total funding target for all participants2016-12-317,326,316
Balance at beginning of prior year after applicable adjustments2016-12-31460,803
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31460,803
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31979,503
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,040,330
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31448,131
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-313,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-312,909,586
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31743,004
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-312,909,586
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01273
Total number of active participants reported on line 7a of the Form 55002016-01-01194
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0146
Total of all active and inactive participants2016-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01259
Total number of active participants reported on line 7a of the Form 55002015-01-01170
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0137
2014: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01252
Total number of active participants reported on line 7a of the Form 55002014-01-01167
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0136
2013: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01247
Total number of active participants reported on line 7a of the Form 55002013-01-01163
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0140
Total of all active and inactive participants2013-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0138
2012: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01255
Total number of active participants reported on line 7a of the Form 55002012-01-01185
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0128
2011: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01251
Total number of active participants reported on line 7a of the Form 55002011-01-01193
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0131
2009: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01253
Total number of active participants reported on line 7a of the Form 55002009-01-01183
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01202
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120

Financial Data on CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2022 : CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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$0
Total income from all sources (including contributions)2022-12-31$-5,880,446
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,409,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,234,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$34,638,700
Value of total assets at beginning of year2022-12-31$42,928,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$175,238
Total interest from all sources2022-12-31$39,915
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$842,927
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$842,927
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other income not declared elsewhere2022-12-31$5,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,289,758
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,638,700
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$42,928,458
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$35,048
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$32,076,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$41,016,494
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$39,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,561,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,911,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,768,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,234,074
Contract administrator fees2022-12-31$140,190
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 name2022-12-31COOK MARTIN POULSON, PC
Accountancy firm EIN2022-12-31870517946
2021 : CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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$7,759,323
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,315,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,125,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,457,733
Value of total assets at end of year2021-12-31$42,928,458
Value of total assets at beginning of year2021-12-31$38,484,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$189,312
Total interest from all sources2021-12-31$48,102
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$837,688
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$837,688
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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
Other income not declared elsewhere2021-12-31$3,029
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$4,444,269
Value of net assets at end of year (total assets less liabilities)2021-12-31$42,928,458
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$38,484,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$37,862
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$41,016,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,741,730
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$48,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,911,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$742,459
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,734,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,412,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$2,457,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,391,678
Contract administrator fees2021-12-31$151,450
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 name2021-12-31COOK MARTIN POULSON, PC
Accountancy firm EIN2021-12-31870517946
2020 : CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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$14,811,188
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$193,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$57,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,745,555
Value of total assets at end of year2020-12-31$38,484,189
Value of total assets at beginning of year2020-12-31$23,866,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$135,588
Total interest from all sources2020-12-31$13,120
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$568,863
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$568,863
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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
Other income not declared elsewhere2020-12-31$752
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$14,618,016
Value of net assets at end of year (total assets less liabilities)2020-12-31$38,484,189
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,866,173
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
Investment advisory and management fees2020-12-31$27,118
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$37,741,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,076,591
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$13,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$742,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$789,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,482,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$9,745,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$57,584
Contract administrator fees2020-12-31$108,470
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 name2020-12-31COOK MARTIN POULSON, PC
Accountancy firm EIN2020-12-31870517946
2019 : CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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$5,459,539
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$382,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$281,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,455,817
Value of total assets at end of year2019-12-31$23,866,173
Value of total assets at beginning of year2019-12-31$18,789,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$101,719
Total interest from all sources2019-12-31$16,344
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$444,377
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$444,377
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$9,000,000
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
Other income not declared elsewhere2019-12-31$593
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$5,076,785
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,866,173
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,789,388
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
Investment advisory and management fees2019-12-31$20,344
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,076,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,731,632
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$16,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$789,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,057,756
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$222,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,542,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,455,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$58,898
Contract administrator fees2019-12-31$81,375
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 name2019-12-31COOK MARTIN POULSON, PC
Accountancy firm EIN2019-12-31870517946
2018 : CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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$0
Total income from all sources (including contributions)2018-12-31$-297,492
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$456,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$362,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,229,421
Value of total assets at end of year2018-12-31$18,789,388
Value of total assets at beginning of year2018-12-31$19,543,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$93,765
Total interest from all sources2018-12-31$20,027
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$475,117
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$475,117
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$9,000,000
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
Other income not declared elsewhere2018-12-31$651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-753,632
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,789,388
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,543,020
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
Investment advisory and management fees2018-12-31$18,753
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,731,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,137,552
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$20,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,057,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,405,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,022,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,229,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$362,375
Contract administrator fees2018-12-31$75,012
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 name2018-12-31COOK MARTIN POULSON, PC
Accountancy firm EIN2018-12-31870517946
2017 : CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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$3,789,467
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$676,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$595,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,086,912
Value of total assets at end of year2017-12-31$19,543,020
Value of total assets at beginning of year2017-12-31$16,429,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$80,452
Total interest from all sources2017-12-31$23,667
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$364,112
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$364,112
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$9,000,000
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
Other income not declared elsewhere2017-12-31$334
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$3,113,201
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,543,020
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,429,819
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
Investment advisory and management fees2017-12-31$16,090
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,137,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,444,128
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$23,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,405,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,985,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,314,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,086,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$595,814
Contract administrator fees2017-12-31$64,362
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 name2017-12-31COOK MARTIN POULSON, PC
Accountancy firm EIN2017-12-31870517946
2016 : CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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$4,287,988
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$771,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$712,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,000,000
Value of total assets at end of year2016-12-31$16,429,819
Value of total assets at beginning of year2016-12-31$12,913,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$59,451
Total interest from all sources2016-12-31$29,732
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$269,771
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$269,771
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$8,000,000
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
Other income not declared elsewhere2016-12-31$453
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$3,516,234
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,429,819
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,913,585
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
Investment advisory and management fees2016-12-31$11,890
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,444,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,236,280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$29,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,985,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,677,305
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$348,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$988,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$363,313
Contract administrator fees2016-12-31$47,561
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 name2016-12-31COOK MARTIN POULSON, PC
Accountancy firm EIN2016-12-31870517946
2015 : CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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$653,921
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$714,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$680,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,010,542
Value of total assets at end of year2015-12-31$12,913,585
Value of total assets at beginning of year2015-12-31$12,973,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$33,159
Total interest from all sources2015-12-31$40,369
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$164,029
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$164,029
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$8,000,000
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
Other income not declared elsewhere2015-12-31$72
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-60,150
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,913,585
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,973,735
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
Investment advisory and management fees2015-12-31$6,632
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,236,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,212,963
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$40,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,677,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,760,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-561,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$1,010,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$680,912
Contract administrator fees2015-12-31$26,527
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 name2015-12-31COOK MARTIN POULSON, PC
Accountancy firm EIN2015-12-31870517946
2014 : CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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$1,706,275
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$614,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$614,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$968,246
Value of total assets at end of year2014-12-31$12,973,735
Value of total assets at beginning of year2014-12-31$11,882,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$47,938
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$7,000,000
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
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$1,091,315
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,973,735
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,882,420
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$10,212,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,796,688
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$47,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,760,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,085,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$690,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$968,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$614,960
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 name2014-12-31COOK MARTIN POULSON, PC
Accountancy firm EIN2014-12-31870517946
2013 : CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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$2,246,955
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$465,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$465,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$861,173
Value of total assets at end of year2013-12-31$11,882,420
Value of total assets at beginning of year2013-12-31$10,101,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$56,298
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$7,000,000
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,781,356
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,882,420
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,101,064
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$8,796,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,821,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$56,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,085,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$779,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,329,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$861,173
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$465,599
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 name2013-12-31COOK MARTIN POULSON, PC
Accountancy firm EIN2013-12-31870517946
2012 : CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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$4,009,395
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$409,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$409,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,222,497
Value of total assets at end of year2012-12-31$10,101,064
Value of total assets at beginning of year2012-12-31$6,501,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$26,995
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$6,000,000
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
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$3,600,029
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,101,064
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,501,035
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$6,821,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,977,675
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$26,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$779,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,523,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$759,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$3,222,497
Employer contributions (assets) at end of year2012-12-31$2,500,000
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$409,366
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 name2012-12-31COOK MARTIN POULSON, PC
Accountancy firm EIN2012-12-31870517946
2011 : CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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$672,066
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$19,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$19,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$589,659
Value of total assets at end of year2011-12-31$6,501,035
Value of total assets at beginning of year2011-12-31$5,848,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$38,872
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$6,000,000
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
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$652,073
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,501,035
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,848,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,977,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,491,896
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$38,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,523,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,357,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$43,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$589,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$19,993
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 name2011-12-31COOK MARTIN POULSON, PC
Accountancy firm EIN2011-12-31870517946
2010 : CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,059,341
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$21,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$21,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$480,126
Value of total assets at end of year2010-12-31$5,848,962
Value of total assets at beginning of year2010-12-31$4,811,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$38,884
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$5,000,000
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,037,899
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,848,962
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,811,063
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$4,491,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,591,471
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$38,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,357,066
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,219,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$540,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$480,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$21,442
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 name2010-12-31COOK MARTIN POULSON, PC
Accountancy firm EIN2010-12-31870517946
2009 : CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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 CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

2022: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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 benefit arrangement – InsuranceYes
2013: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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
2009: CYPRUS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT 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 number143-0083-5
Policy instance 1
Insurance contract or identification number143-0083-5
Number of Individuals Covered425
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 number143-0083-5
Policy instance 1
Insurance contract or identification number143-0083-5
Number of Individuals Covered377
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number143-0083-5
Policy instance 1
Insurance contract or identification number143-0083-5
Number of Individuals Covered357
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 number143-0083-5
Policy instance 1
Insurance contract or identification number143-0083-5
Number of Individuals Covered314
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number143-0083-5
Policy instance 1
Insurance contract or identification number143-0083-5
Number of Individuals Covered271
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number143-0083-5
Policy instance 1
Insurance contract or identification number143-0083-5
Number of Individuals Covered222
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number143-0083-5
Policy instance 1
Insurance contract or identification number143-0083-5
Number of Individuals Covered209
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number143-0083-5
Policy instance 1
Insurance contract or identification number143-0083-5
Number of Individuals Covered205
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number143-0083-5
Policy instance 1
Insurance contract or identification number143-0083-5
Number of Individuals Covered217
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?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 number143-0083-5
Policy instance 1
Insurance contract or identification number143-0083-5
Number of Individuals Covered222
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 number143-0083-5
Policy instance 1
Insurance contract or identification number143-0083-5
Number of Individuals Covered217
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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