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UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameUNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN
Plan identification number 002

UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

UNIVERSITY FIRST FEDERAL CREDIT UNI ON has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY FIRST FEDERAL CREDIT UNI ON
Employer identification number (EIN):870234218
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SCOTT MANN SCOTT MANN2018-10-12
0022016-01-01SCOTT MANN SCOTT MANN2017-10-13
0022015-01-01SCOTT MANN SCOTT MANN2016-10-13
0022014-01-01SCOTT MANN
0022013-01-01SCOTT MANN
0022012-01-01SCOTT MANN
0022011-01-01SCOTT MANN
0022010-01-01SCOTT MANN
0022009-01-01LYNNE ELLIOTT

Plan Statistics for UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

401k plan membership statisitcs for UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

Measure Date Value
2022: UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01522
Total number of active participants reported on line 7a of the Form 55002022-01-01395
Number of retired or separated participants receiving benefits2022-01-0121
Number of other retired or separated participants entitled to future benefits2022-01-01137
Total of all active and inactive participants2022-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01553
Number of participants with account balances2022-01-01446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0147
2021: UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01463
Total number of active participants reported on line 7a of the Form 55002021-01-01381
Number of retired or separated participants receiving benefits2021-01-0124
Number of other retired or separated participants entitled to future benefits2021-01-01108
Total of all active and inactive participants2021-01-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01513
Number of participants with account balances2021-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0136
2020: UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01378
Total number of active participants reported on line 7a of the Form 55002020-01-01345
Number of retired or separated participants receiving benefits2020-01-0126
Number of other retired or separated participants entitled to future benefits2020-01-0185
Total of all active and inactive participants2020-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01456
Number of participants with account balances2020-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0130
2019: UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01356
Total number of active participants reported on line 7a of the Form 55002019-01-01208
Number of retired or separated participants receiving benefits2019-01-0123
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01297
Number of participants with account balances2019-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0123
2018: UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01323
Total number of active participants reported on line 7a of the Form 55002018-01-01184
Number of retired or separated participants receiving benefits2018-01-0122
Number of other retired or separated participants entitled to future benefits2018-01-01125
Total of all active and inactive participants2018-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01331
Number of participants with account balances2018-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0124
2017: UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01291
Total number of active participants reported on line 7a of the Form 55002017-01-01171
Number of retired or separated participants receiving benefits2017-01-0119
Number of other retired or separated participants entitled to future benefits2017-01-01120
Total of all active and inactive participants2017-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01310
Number of participants with account balances2017-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0133
2016: UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01273
Total number of active participants reported on line 7a of the Form 55002016-01-01167
Number of retired or separated participants receiving benefits2016-01-0115
Number of other retired or separated participants entitled to future benefits2016-01-0197
Total of all active and inactive participants2016-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01279
Number of participants with account balances2016-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0121
2015: UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01248
Total number of active participants reported on line 7a of the Form 55002015-01-01141
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-0194
Total of all active and inactive participants2015-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01246
Number of participants with account balances2015-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0128
2014: UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01211
Total number of active participants reported on line 7a of the Form 55002014-01-01138
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-0186
Total of all active and inactive participants2014-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01232
Number of participants with account balances2014-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0130
2013: UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01218
Total number of active participants reported on line 7a of the Form 55002013-01-01137
Number of retired or separated participants receiving benefits2013-01-0119
Number of other retired or separated participants entitled to future benefits2013-01-0158
Total of all active and inactive participants2013-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01214
Number of participants with account balances2013-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0118
2012: UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01162
Total number of active participants reported on line 7a of the Form 55002012-01-01157
Number of retired or separated participants receiving benefits2012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-0151
Total of all active and inactive participants2012-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01218
Number of participants with account balances2012-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0123
2011: UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01162
Total number of active participants reported on line 7a of the Form 55002011-01-01115
Number of retired or separated participants receiving benefits2011-01-0113
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01162
Number of participants with account balances2011-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2010: UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01162
Total number of active participants reported on line 7a of the Form 55002010-01-01122
Number of other retired or separated participants entitled to future benefits2010-01-0164
Total of all active and inactive participants2010-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01186
Number of participants with account balances2010-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0118
2009: UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01165
Total number of active participants reported on line 7a of the Form 55002009-01-01108
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0154
Total of all active and inactive participants2009-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01162
Number of participants with account balances2009-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01162

Financial Data on UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

Measure Date Value
2022 : UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-657,657
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,293,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,126,080
Expenses. Certain deemed distributions of participant loans2022-12-31$47,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,289,981
Value of total assets at end of year2022-12-31$22,634,391
Value of total assets at beginning of year2022-12-31$24,585,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$119,641
Total interest from all sources2022-12-31$11,782
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$361,079
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$361,079
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$590,593
Participant contributions at end of year2022-12-31$294,572
Participant contributions at beginning of year2022-12-31$215,607
Participant contributions at beginning of year2022-12-31$306
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$355,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,950,665
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,634,391
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,585,056
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$119,641
Interest on participant loans2022-12-31$11,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$22,339,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$24,369,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,320,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,344,120
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,126,080
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 name2022-12-31JONES SIMKINS LLC
Accountancy firm EIN2022-12-31461592906
2021 : UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$215
Total income from all sources (including contributions)2021-12-31$4,686,954
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,260,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,260,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,573,657
Value of total assets at end of year2021-12-31$24,585,056
Value of total assets at beginning of year2021-12-31$21,159,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$9,052
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$526,301
Participant contributions at end of year2021-12-31$215,607
Participant contributions at beginning of year2021-12-31$299,924
Participant contributions at end of year2021-12-31$306
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$70,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,426,086
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,585,056
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,158,970
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
Interest on participant loans2021-12-31$9,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$24,369,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$20,859,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,982,694
Net investment gain/loss from pooled separate accounts2021-12-31$121,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,977,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,260,868
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$215
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31FERRIN & COMPANY
Accountancy firm EIN2021-12-31201414343
2020 : UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,067
Total income from all sources (including contributions)2020-12-31$4,599,088
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,717,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,717,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,012,941
Value of total assets at end of year2020-12-31$21,159,185
Value of total assets at beginning of year2020-12-31$18,279,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$14,905
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$440,070
Participant contributions at end of year2020-12-31$299,924
Participant contributions at beginning of year2020-12-31$308,957
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$184,428
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$2,881,175
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,158,970
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,277,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,698,701
Interest on participant loans2020-12-31$14,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$20,859,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$11,272,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,470,629
Net investment gain/loss from pooled separate accounts2020-12-31$100,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,388,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,717,913
Liabilities. Value of benefit claims payable at end of year2020-12-31$215
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,067
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 name2020-12-31FERRIN & COMPANY
Accountancy firm EIN2020-12-31201414343
2019 : UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$2,067
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,067
Total liabilities at beginning 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$3,958,065
Total income from all sources (including contributions)2019-12-31$3,958,065
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,284,157
Total of all expenses incurred2019-12-31$1,284,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,254,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,254,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,826,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,826,737
Value of total assets at end of year2019-12-31$18,279,862
Value of total assets at end of year2019-12-31$18,279,862
Value of total assets at beginning of year2019-12-31$15,603,887
Value of total assets at beginning of year2019-12-31$15,603,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,057
Total interest from all sources2019-12-31$13,607
Total interest from all sources2019-12-31$13,607
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$30,057
Administrative expenses professional fees incurred2019-12-31$30,057
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$346,610
Contributions received from participants2019-12-31$346,610
Participant contributions at end of year2019-12-31$308,957
Participant contributions at end of year2019-12-31$308,957
Participant contributions at beginning of year2019-12-31$224,856
Participant contributions at beginning of year2019-12-31$224,856
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$13,003
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$13,003
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,673,908
Value of net income/loss2019-12-31$2,673,908
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,277,795
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,277,795
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,603,887
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,603,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$6,698,701
Value of interest in pooled separate accounts at end of year2019-12-31$6,698,701
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,374,241
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,374,241
Interest on participant loans2019-12-31$13,607
Interest on participant loans2019-12-31$13,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,272,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,272,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,004,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,004,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,937,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,937,658
Net investment gain/loss from pooled separate accounts2019-12-31$180,063
Net investment gain/loss from pooled separate accounts2019-12-31$180,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,467,124
Contributions received in cash from employer2019-12-31$1,467,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,254,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,254,100
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,067
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,067
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FERRIN AND COMPANY
Accountancy firm EIN2019-12-31201414343
Accountancy firm EIN2019-12-31201414343
2018 : UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,322,371
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$522,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$499,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,686,947
Value of total assets at end of year2018-12-31$15,603,887
Value of total assets at beginning of year2018-12-31$14,804,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,769
Total interest from all sources2018-12-31$12,078
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,475
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$318,724
Participant contributions at end of year2018-12-31$224,856
Participant contributions at beginning of year2018-12-31$256,676
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$82,288
Administrative expenses (other) incurred2018-12-31$2,957
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$799,709
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,603,887
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,804,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$7,374,241
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,911,464
Interest on participant loans2018-12-31$12,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,004,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,636,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-599,821
Net investment gain/loss from pooled separate accounts2018-12-31$223,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,285,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$499,893
Contract administrator fees2018-12-31$18,337
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 name2018-12-31FERRIN AND COMPANY
Accountancy firm EIN2018-12-31201414343
2017 : UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,760,488
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$490,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$470,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,425,199
Value of total assets at end of year2017-12-31$14,804,178
Value of total assets at beginning of year2017-12-31$12,534,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,192
Total interest from all sources2017-12-31$11,648
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,725
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$276,374
Participant contributions at end of year2017-12-31$256,676
Participant contributions at beginning of year2017-12-31$251,853
Participant contributions at beginning of year2017-12-31$2,729
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$713
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,208
Administrative expenses (other) incurred2017-12-31$2,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,269,928
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,804,178
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,534,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$6,911,464
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,495,327
Interest on participant loans2017-12-31$11,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,636,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,767,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,087,727
Net investment gain/loss from pooled separate accounts2017-12-31$235,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,148,112
Employer contributions (assets) at beginning of year2017-12-31$15,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$470,368
Contract administrator fees2017-12-31$15,612
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 name2017-12-31FERRIN AND COMPANY
Accountancy firm EIN2017-12-31201414343
2016 : UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,785,348
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$668,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$625,238
Expenses. Certain deemed distributions of participant loans2016-12-31$7,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,185,439
Value of total assets at end of year2016-12-31$12,534,250
Value of total assets at beginning of year2016-12-31$11,417,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$36,008
Total interest from all sources2016-12-31$11,348
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$230,165
Participant contributions at end of year2016-12-31$251,853
Participant contributions at beginning of year2016-12-31$246,603
Participant contributions at end of year2016-12-31$2,729
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$25,774
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,116,454
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,534,250
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,417,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$6,495,327
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,858,899
Interest on participant loans2016-12-31$11,348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,767,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,312,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$327,498
Net investment gain/loss from pooled separate accounts2016-12-31$261,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$929,500
Employer contributions (assets) at end of year2016-12-31$15,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$625,238
Contract administrator fees2016-12-31$36,008
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 name2016-12-31FERRIN AND COMPANY
Accountancy firm EIN2016-12-31201414343
2015 : UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,950
Total income from all sources (including contributions)2015-12-31$1,259,819
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$442,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$405,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,046,832
Value of total assets at end of year2015-12-31$11,417,796
Value of total assets at beginning of year2015-12-31$10,602,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,293
Total interest from all sources2015-12-31$9,200
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$177,376
Participant contributions at end of year2015-12-31$246,603
Participant contributions at beginning of year2015-12-31$206,626
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,950
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$816,821
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,417,796
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,600,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$5,858,899
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,390,174
Interest on participant loans2015-12-31$9,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,312,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,006,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-82,921
Net investment gain/loss from pooled separate accounts2015-12-31$286,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$856,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$405,705
Contract administrator fees2015-12-31$37,293
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 name2015-12-31FERRIN AND COMPANY
Accountancy firm EIN2015-12-31201414343
2014 : UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 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$1,950
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$1,564,894
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$344,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$313,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,004,551
Value of total assets at end of year2014-12-31$10,602,925
Value of total assets at beginning of year2014-12-31$9,380,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,197
Total interest from all sources2014-12-31$6,354
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
Administrative expenses professional fees incurred2014-12-31$1,075
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$159,342
Participant contributions at end of year2014-12-31$206,626
Participant contributions at beginning of year2014-12-31$133,196
Participant contributions at beginning of year2014-12-31$7,998
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,041
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,950
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$1,220,864
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,600,975
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,380,111
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 pooled separate accounts at end of year2014-12-31$5,390,174
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,314,927
Interest on participant loans2014-12-31$6,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,006,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,895,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$327,146
Net investment gain/loss from pooled separate accounts2014-12-31$226,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$839,168
Employer contributions (assets) at beginning of year2014-12-31$28,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$313,833
Contract administrator fees2014-12-31$29,122
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 name2014-12-31FERRIN AND COMPANY
Accountancy firm EIN2014-12-31201414343
2013 : UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,913,538
Total of all expenses incurred2013-12-31$320,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$273,761
Expenses. Certain deemed distributions of participant loans2013-12-31$6,757
Value of total corrective distributions2013-12-31$9,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$885,923
Value of total assets at end of year2013-12-31$9,380,111
Value of total assets at beginning of year2013-12-31$7,786,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,816
Total interest from all sources2013-12-31$1,027,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$29,816
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$743,279
Participant contributions at end of year2013-12-31$133,196
Participant contributions at beginning of year2013-12-31$65,956
Participant contributions at end of year2013-12-31$7,998
Participant contributions at beginning of year2013-12-31$11,770
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$13,780
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,593,367
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,380,111
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,786,744
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 pooled separate accounts at end of year2013-12-31$4,314,927
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,176,411
Interest on participant loans2013-12-31$3,581
Interest earned on other investments2013-12-31$1,024,034
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,895,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,486,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$128,864
Employer contributions (assets) at end of year2013-12-31$28,398
Employer contributions (assets) at beginning of year2013-12-31$46,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$273,761
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 name2013-12-31FERRIN AND COMPANY
Accountancy firm EIN2013-12-31201414343
2012 : UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,363,074
Total of all expenses incurred2012-12-31$155,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$133,109
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$2,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$814,644
Value of total assets at end of year2012-12-31$7,786,744
Value of total assets at beginning of year2012-12-31$6,579,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,706
Total interest from all sources2012-12-31$548,430
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
Administrative expenses professional fees incurred2012-12-31$20,706
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$126,805
Participant contributions at end of year2012-12-31$65,956
Participant contributions at beginning of year2012-12-31$55,635
Participant contributions at end of year2012-12-31$11,770
Participant contributions at beginning of year2012-12-31$4,352
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,926
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$1,207,143
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,786,744
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,579,601
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 pooled separate accounts at end of year2012-12-31$3,176,411
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,513,831
Interest on participant loans2012-12-31$2,477
Interest earned on other investments2012-12-31$545,953
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,486,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,979,101
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$673,913
Employer contributions (assets) at end of year2012-12-31$46,118
Employer contributions (assets) at beginning of year2012-12-31$26,682
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$133,109
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 name2012-12-31FERRIN AND COMPANY LLC
Accountancy firm EIN2012-12-31201414343
2011 : UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2011 401k financial data
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$775,756
Total of all expenses incurred2011-12-31$238,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$220,381
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$767,309
Value of total assets at end of year2011-12-31$6,579,601
Value of total assets at beginning of year2011-12-31$6,041,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,644
Total interest from all sources2011-12-31$86,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$115,414
Participant contributions at end of year2011-12-31$55,635
Participant contributions at beginning of year2011-12-31$69,516
Participant contributions at end of year2011-12-31$4,352
Participant contributions at beginning of year2011-12-31$4,889
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$537,731
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,579,601
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,041,870
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 pooled separate accounts at end of year2011-12-31$2,513,831
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,346,948
Interest on participant loans2011-12-31$2,462
Interest earned on other investments2011-12-31$83,592
Income. Interest from US Government securities2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,979,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,593,181
Net investment gain/loss from pooled separate accounts2011-12-31$-77,607
Net investment gain or loss from common/collective trusts2011-12-31$0
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$651,895
Employer contributions (assets) at end of year2011-12-31$26,682
Employer contributions (assets) at beginning of year2011-12-31$27,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$220,381
Contract administrator fees2011-12-31$17,644
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 name2011-12-31FERRIN AND COMPANY LLC
Accountancy firm EIN2011-12-31201414343
2010 : UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,143,535
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$264,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$264,685
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$675,785
Value of total assets at end of year2010-12-31$6,041,870
Value of total assets at beginning of year2010-12-31$5,163,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$181,186
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
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$104,812
Participant contributions at end of year2010-12-31$69,516
Participant contributions at beginning of year2010-12-31$88,682
Participant contributions at end of year2010-12-31$4,889
Participant contributions at beginning of year2010-12-31$3,592
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,998
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$878,850
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,041,870
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,163,020
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 pooled separate accounts at end of year2010-12-31$2,346,948
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,832,993
Interest on participant loans2010-12-31$3,485
Interest earned on other investments2010-12-31$177,701
Income. Interest from US Government securities2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,209,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,209,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,593,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$286,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$564,975
Employer contributions (assets) at end of year2010-12-31$27,336
Employer contributions (assets) at beginning of year2010-12-31$28,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$264,685
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 name2010-12-31FERRIN AND COMPANY LLC
Accountancy firm EIN2010-12-31201414343

Form 5500 Responses for UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513654-000
Policy instance 1
Insurance contract or identification number513654-000
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,159
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees11159
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513654-000
Policy instance 1
Insurance contract or identification number513654-000
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,472
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Amount paid for insurance broker fees11472
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1699
Policy instance 1
Insurance contract or identification number1699
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995290-000
Policy instance 2
Insurance contract or identification number995290-000
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,229
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Amount paid for insurance broker fees2229
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995290-000
Policy instance 2
Insurance contract or identification number995290-000
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $28,002
Total amount of fees paid to insurance companyUSD $9,860
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $28,002
Insurance broker organization code?3
Amount paid for insurance broker fees9860
Additional information about fees paid to insurance brokerTPA FEES
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1699
Policy instance 1
Insurance contract or identification number1699
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1699
Policy instance 1
Insurance contract or identification number1699
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995290-000
Policy instance 2
Insurance contract or identification number995290-000
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $23,090
Total amount of fees paid to insurance companyUSD $8,207
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $23,040
Insurance broker organization code?3
Amount paid for insurance broker fees8207
Additional information about fees paid to insurance brokerTPA FEES
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1699
Policy instance 1
Insurance contract or identification number1699
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995290-000
Policy instance 2
Insurance contract or identification number995290-000
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18,937
Total amount of fees paid to insurance companyUSD $6,682
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $18,937
Insurance broker organization code?3
Amount paid for insurance broker fees6682
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameNATIONAL BENEFIT SERVICES, LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995290-000
Policy instance 2
Insurance contract or identification number995290-000
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $16,424
Total amount of fees paid to insurance companyUSD $5,129
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Commission paid to Insurance BrokerUSD $16,424
Insurance broker organization code?3
Amount paid for insurance broker fees5129
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameNATIONAL BENEFIT SERVICES, LLC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1699
Policy instance 1
Insurance contract or identification number1699
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1699
Policy instance 2
Insurance contract or identification number1699
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995290-000
Policy instance 1
Insurance contract or identification number995290-000
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14,582
Total amount of fees paid to insurance companyUSD $4,558
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Commission paid to Insurance BrokerUSD $14,582
Insurance broker organization code?3
Amount paid for insurance broker fees4558
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameMOUNTAIN WEST PENSIONS, INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1699
Policy instance 2
Insurance contract or identification number1699
Number of Individuals Covered69
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,581
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $161
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameGARY TSUJIMOTO
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995290-000
Policy instance 1
Insurance contract or identification number995290-000
Number of Individuals Covered172
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,016
Total amount of fees paid to insurance companyUSD $3,614
Commission paid to Insurance BrokerUSD $12,016
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
Amount paid for insurance broker fees3614
Insurance broker nameADVANCED RETIREMENT CONSULTANTS
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGA-1699
Policy instance 1
Insurance contract or identification numberGA-1699
Number of Individuals Covered56
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,208
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,007
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND FINANCIAL
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995290-000
Policy instance 2
Insurance contract or identification number995290-000
Number of Individuals Covered156
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,539
Total amount of fees paid to insurance companyUSD $2,842
Commission paid to Insurance BrokerUSD $9,539
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Amount paid for insurance broker fees2842
Insurance broker nameADVANCED RETIREMENT CONSULTANTS
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995290-000
Policy instance 1
Insurance contract or identification number995290-000
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,179
Total amount of fees paid to insurance companyUSD $2,455
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGA-1699
Policy instance 2
Insurance contract or identification numberGA-1699
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,163
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995290-000
Policy instance 2
Insurance contract or identification number995290-000
Number of Individuals Covered155
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,602
Total amount of fees paid to insurance companyUSD $1,938
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGA-1699
Policy instance 1
Insurance contract or identification numberGA-1699
Number of Individuals Covered124
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,211
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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