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UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 401k Plan overview

Plan NameUNITUS COMMUNITY CREDIT UNION 401(K) PLAN
Plan identification number 004

UNITUS COMMUNITY CREDIT UNION 401(K) PLAN Benefits

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

401k Sponsoring company profile

UNITUS COMMUNITY CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:UNITUS COMMUNITY CREDIT UNION
Employer identification number (EIN):930243503
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITUS COMMUNITY CREDIT UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01GAYLE EVANS2023-10-05
0042021-01-01GAYLE EVANS2022-09-26
0042020-01-01GAYLE EVANS2021-09-15
0042019-01-01GAYLE EVANS2020-09-23
0042018-01-01GAYLE EVANS2019-09-11
0042017-01-01
0042016-01-01GAYLE EVANS
0042015-01-01GAYLE EVANS
0042014-01-01GAYLE EVANS
0042013-01-01GAYLE EVANS
0042012-01-01GAYLE EVANS
0042011-01-01GAYLE EVANS
0042010-01-01GAYLE EVANS

Plan Statistics for UNITUS COMMUNITY CREDIT UNION 401(K) PLAN

401k plan membership statisitcs for UNITUS COMMUNITY CREDIT UNION 401(K) PLAN

Measure Date Value
2022: UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01376
Total number of active participants reported on line 7a of the Form 55002022-01-01309
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0194
Total of all active and inactive participants2022-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01406
Number of participants with account balances2022-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01360
Total number of active participants reported on line 7a of the Form 55002021-01-01271
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0199
Total of all active and inactive participants2021-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01372
Number of participants with account balances2021-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01347
Total number of active participants reported on line 7a of the Form 55002020-01-01276
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0182
Total of all active and inactive participants2020-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01358
Number of participants with account balances2020-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01318
Total number of active participants reported on line 7a of the Form 55002019-01-01263
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0176
Total of all active and inactive participants2019-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01340
Number of participants with account balances2019-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0125
2018: UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01300
Total number of active participants reported on line 7a of the Form 55002018-01-01250
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0163
Total of all active and inactive participants2018-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01314
Number of participants with account balances2018-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0120
2017: UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01276
Total number of active participants reported on line 7a of the Form 55002017-01-01229
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0169
Total of all active and inactive participants2017-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01298
Number of participants with account balances2017-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01259
Total number of active participants reported on line 7a of the Form 55002016-01-01203
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0163
Total of all active and inactive participants2016-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01266
Number of participants with account balances2016-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0124
2015: UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01257
Total number of active participants reported on line 7a of the Form 55002015-01-01205
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0152
Total of all active and inactive participants2015-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01257
Number of participants with account balances2015-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01267
Total number of active participants reported on line 7a of the Form 55002014-01-01209
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0147
Total of all active and inactive participants2014-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01256
Number of participants with account balances2014-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01254
Total number of active participants reported on line 7a of the Form 55002013-01-01215
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01264
Number of participants with account balances2013-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01243
Total number of active participants reported on line 7a of the Form 55002012-01-01203
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0144
Total of all active and inactive participants2012-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01247
Number of participants with account balances2012-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01247
Total number of active participants reported on line 7a of the Form 55002011-01-01196
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01235
Number of participants with account balances2011-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01222
Total number of active participants reported on line 7a of the Form 55002010-01-01194
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0152
Total of all active and inactive participants2010-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01246
Number of participants with account balances2010-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014

Financial Data on UNITUS COMMUNITY CREDIT UNION 401(K) PLAN

Measure Date Value
2022 : UNITUS COMMUNITY CREDIT UNION 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-3,064,649
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,958,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,911,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,027,967
Value of total assets at end of year2022-12-31$36,130,776
Value of total assets at beginning of year2022-12-31$41,153,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$46,253
Total interest from all sources2022-12-31$82,413
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,138,645
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$1,138,645
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,868,957
Participant contributions at end of year2022-12-31$442,357
Participant contributions at beginning of year2022-12-31$452,519
Participant contributions at end of year2022-12-31$47,154
Participant contributions at beginning of year2022-12-31$50,632
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$109,535
Total non interest bearing cash at end of year2022-12-31$36
Total non interest bearing cash at beginning of year2022-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,022,694
Value of net assets at end of year (total assets less liabilities)2022-12-31$36,130,776
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$41,153,470
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$32,774,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$37,061,510
Interest on participant loans2022-12-31$15,282
Interest earned on other investments2022-12-31$67,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,518,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,322,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,313,674
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$2,049,475
Employer contributions (assets) at end of year2022-12-31$348,344
Employer contributions (assets) at beginning of year2022-12-31$266,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,911,792
Contract administrator fees2022-12-31$46,253
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 name2022-12-31DOUGALL CONRADIE LLC
Accountancy firm EIN2022-12-31205230500
2021 : UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,992,863
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,112,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,071,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,639,287
Value of total assets at end of year2021-12-31$41,153,470
Value of total assets at beginning of year2021-12-31$33,273,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$41,135
Total interest from all sources2021-12-31$81,922
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,918,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,918,209
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,609,879
Participant contributions at end of year2021-12-31$452,519
Participant contributions at beginning of year2021-12-31$423,020
Participant contributions at end of year2021-12-31$50,632
Participant contributions at beginning of year2021-12-31$37,732
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$182,035
Total non interest bearing cash at end of year2021-12-31$3
Total non interest bearing cash at beginning of year2021-12-31$9,372
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$7,880,042
Value of net assets at end of year (total assets less liabilities)2021-12-31$41,153,470
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,273,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$37,061,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,581,393
Interest on participant loans2021-12-31$15,995
Interest earned on other investments2021-12-31$65,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,322,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,978,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,353,445
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$1,847,373
Employer contributions (assets) at end of year2021-12-31$266,187
Employer contributions (assets) at beginning of year2021-12-31$243,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,071,686
Contract administrator fees2021-12-31$41,135
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DOUGALL CONRADIE LLC
Accountancy firm EIN2021-12-31205230500
2020 : UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,015,289
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,398,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,365,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,495,006
Value of total assets at end of year2020-12-31$33,273,428
Value of total assets at beginning of year2020-12-31$27,656,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$32,684
Total interest from all sources2020-12-31$80,962
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,504,208
Participant contributions at end of year2020-12-31$423,020
Participant contributions at beginning of year2020-12-31$361,846
Participant contributions at end of year2020-12-31$37,732
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$255,893
Total non interest bearing cash at end of year2020-12-31$9,372
Total non interest bearing cash at beginning of year2020-12-31$54,663
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$5,616,863
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,273,428
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,656,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,581,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,497,527
Interest on participant loans2020-12-31$17,407
Interest earned on other investments2020-12-31$63,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,978,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,349,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,439,321
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$1,734,905
Employer contributions (assets) at end of year2020-12-31$243,844
Employer contributions (assets) at beginning of year2020-12-31$393,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,365,742
Contract administrator fees2020-12-31$32,684
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 name2020-12-31RICHARD WINKEL, CPA
Accountancy firm EIN2020-12-31412248554
2019 : UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,450
Total income from all sources (including contributions)2019-12-31$8,827,168
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,077,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,048,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,905,259
Value of total assets at end of year2019-12-31$27,656,565
Value of total assets at beginning of year2019-12-31$20,925,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,149
Total interest from all sources2019-12-31$82,787
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,298,271
Participant contributions at end of year2019-12-31$361,846
Participant contributions at beginning of year2019-12-31$448,918
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$524,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$18,450
Total non interest bearing cash at end of year2019-12-31$54,663
Total non interest bearing cash at beginning of year2019-12-31$3
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$6,749,911
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,656,565
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,906,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,497,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,996,697
Interest on participant loans2019-12-31$19,171
Interest earned on other investments2019-12-31$63,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,349,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,479,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,839,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,082,306
Employer contributions (assets) at end of year2019-12-31$393,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,048,108
Contract administrator fees2019-12-31$29,149
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RICHARD WINKEL, CPA
Accountancy firm EIN2019-12-31412248554
2018 : UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$18,450
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$1,307,503
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,155,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,116,867
Value of total corrective distributions2018-12-31$3,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,512,765
Value of total assets at end of year2018-12-31$20,925,104
Value of total assets at beginning of year2018-12-31$21,755,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$35,247
Total interest from all sources2018-12-31$48,748
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
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,136,680
Participant contributions at end of year2018-12-31$448,918
Participant contributions at beginning of year2018-12-31$318,840
Participant contributions at beginning of year2018-12-31$274
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$165,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$18,450
Total non interest bearing cash at end of year2018-12-31$3
Total non interest bearing cash at beginning of year2018-12-31$16,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-848,442
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,906,654
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,755,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,996,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,245,669
Interest on participant loans2018-12-31$15,448
Interest earned on other investments2018-12-31$33,300
Value of interest in common/collective trusts at beginning of year2018-12-31$1,822,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,479,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,254,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,210,857
Employer contributions (assets) at beginning of year2018-12-31$350,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,116,867
Contract administrator fees2018-12-31$35,247
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 name2018-12-31RICHARD WINKEL, CPA
Accountancy firm EIN2018-12-31412248554
2017 : UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,702,338
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,066,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,030,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,524,842
Value of total assets at end of year2017-12-31$21,755,096
Value of total assets at beginning of year2017-12-31$18,119,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$36,178
Total interest from all sources2017-12-31$10,099
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
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$994,863
Participant contributions at end of year2017-12-31$318,840
Participant contributions at beginning of year2017-12-31$296,661
Participant contributions at end of year2017-12-31$274
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$154,948
Total non interest bearing cash at end of year2017-12-31$16,746
Total non interest bearing cash at beginning of year2017-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,635,508
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,755,096
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,119,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,245,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,750,880
Interest on participant loans2017-12-31$10,099
Value of interest in common/collective trusts at end of year2017-12-31$1,822,674
Value of interest in common/collective trusts at beginning of year2017-12-31$1,837,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,136,055
Net investment gain or loss from common/collective trusts2017-12-31$31,342
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$1,375,031
Employer contributions (assets) at end of year2017-12-31$350,893
Employer contributions (assets) at beginning of year2017-12-31$234,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,030,652
Contract administrator fees2017-12-31$36,178
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 name2017-12-31MAXCPA LLC
Accountancy firm EIN2017-12-31273342679
2016 : UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,260,849
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$900,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$862,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,062,072
Value of total assets at end of year2016-12-31$18,119,588
Value of total assets at beginning of year2016-12-31$15,759,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$37,977
Total interest from all sources2016-12-31$11,309
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$505,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$505,720
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$863,814
Participant contributions at end of year2016-12-31$296,661
Participant contributions at beginning of year2016-12-31$392,760
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$32,106
Total non interest bearing cash at end of year2016-12-31$2
Total non interest bearing cash at beginning of year2016-12-31$108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,360,545
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,119,588
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,759,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,750,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,913,914
Interest on participant loans2016-12-31$11,309
Value of interest in common/collective trusts at end of year2016-12-31$1,837,785
Value of interest in common/collective trusts at beginning of year2016-12-31$1,224,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$659,516
Net investment gain or loss from common/collective trusts2016-12-31$22,232
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$1,166,152
Employer contributions (assets) at end of year2016-12-31$234,260
Employer contributions (assets) at beginning of year2016-12-31$227,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$862,327
Contract administrator fees2016-12-31$37,977
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 name2016-12-31MAXCPA LLC
Accountancy firm EIN2016-12-31273342679
2015 : UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,049,123
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,626,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,591,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,980,753
Value of total assets at end of year2015-12-31$15,759,043
Value of total assets at beginning of year2015-12-31$15,336,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$34,871
Total interest from all sources2015-12-31$12,318
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$500,000
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$835,897
Participant contributions at end of year2015-12-31$392,760
Participant contributions at beginning of year2015-12-31$399,219
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,818
Total non interest bearing cash at end of year2015-12-31$108
Total non interest bearing cash at beginning of year2015-12-31$3,976
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$422,811
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,759,043
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,336,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,913,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,796,984
Interest on participant loans2015-12-31$12,318
Value of interest in common/collective trusts at end of year2015-12-31$1,224,528
Value of interest in common/collective trusts at beginning of year2015-12-31$1,136,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$37,498
Net investment gain or loss from common/collective trusts2015-12-31$18,554
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$1,132,038
Employer contributions (assets) at end of year2015-12-31$227,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,591,441
Contract administrator fees2015-12-31$34,871
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 name2015-12-31MAXCPA LLC
Accountancy firm EIN2015-12-31273342679
2014 : UNITUS COMMUNITY CREDIT UNION 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,422,721
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$830,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$798,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,616,172
Value of total assets at end of year2014-12-31$15,336,232
Value of total assets at beginning of year2014-12-31$13,743,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,679
Total interest from all sources2014-12-31$12,598
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$735,749
Participant contributions at end of year2014-12-31$399,219
Participant contributions at beginning of year2014-12-31$351,748
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$83,412
Total non interest bearing cash at end of year2014-12-31$3,976
Total non interest bearing cash at beginning of year2014-12-31$63,064
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$1,592,359
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,336,232
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,743,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,796,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,247,911
Interest on participant loans2014-12-31$12,598
Value of interest in common/collective trusts at end of year2014-12-31$1,136,053
Value of interest in common/collective trusts at beginning of year2014-12-31$1,081,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$776,356
Net investment gain or loss from common/collective trusts2014-12-31$17,595
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$797,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$798,683
Contract administrator fees2014-12-31$31,679
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 name2014-12-31MAX CPA LLC
Accountancy firm EIN2014-12-31273342679
2013 : UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,658,720
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,014,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$986,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,434,325
Value of total assets at end of year2013-12-31$13,743,873
Value of total assets at beginning of year2013-12-31$11,099,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,128
Total interest from all sources2013-12-31$8,965
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$660,665
Participant contributions at end of year2013-12-31$351,748
Participant contributions at beginning of year2013-12-31$273,750
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$85,938
Other income not declared elsewhere2013-12-31$-2,739
Total non interest bearing cash at end of year2013-12-31$63,064
Total non interest bearing cash at beginning of year2013-12-31$52,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,644,612
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,743,873
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,099,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,247,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,437,613
Interest on participant loans2013-12-31$8,965
Value of interest in common/collective trusts at end of year2013-12-31$1,081,150
Value of interest in common/collective trusts at beginning of year2013-12-31$1,030,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,197,545
Net investment gain or loss from common/collective trusts2013-12-31$20,624
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$687,722
Employer contributions (assets) at beginning of year2013-12-31$304,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$986,980
Contract administrator fees2013-12-31$27,128
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 name2013-12-31MAXCPA LLC
Accountancy firm EIN2013-12-31273342679
2012 : UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,997,263
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$605,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$585,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,813,682
Value of total assets at end of year2012-12-31$11,099,261
Value of total assets at beginning of year2012-12-31$8,707,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$19,990
Total interest from all sources2012-12-31$5,964
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$595,509
Participant contributions at end of year2012-12-31$273,750
Participant contributions at beginning of year2012-12-31$250,021
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$166,356
Other income not declared elsewhere2012-12-31$1,962
Total non interest bearing cash at end of year2012-12-31$52,583
Total non interest bearing cash at beginning of year2012-12-31$47,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,391,458
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,099,261
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,707,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,437,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,546,945
Interest on participant loans2012-12-31$6,037
Interest earned on other investments2012-12-31$-73
Value of interest in common/collective trusts at end of year2012-12-31$1,030,515
Value of interest in common/collective trusts at beginning of year2012-12-31$853,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,160,390
Net investment gain or loss from common/collective trusts2012-12-31$15,265
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$1,051,817
Employer contributions (assets) at end of year2012-12-31$304,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$585,815
Contract administrator fees2012-12-31$19,990
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 name2012-12-31MAXCPA LLC
Accountancy firm EIN2012-12-31273342679
2011 : UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,343,379
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$390,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$373,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,442,781
Value of total assets at end of year2011-12-31$8,707,803
Value of total assets at beginning of year2011-12-31$7,755,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,030
Total interest from all sources2011-12-31$7,635
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$563,514
Participant contributions at end of year2011-12-31$250,021
Participant contributions at beginning of year2011-12-31$114,101
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$87,702
Other income not declared elsewhere2011-12-31$-235
Total non interest bearing cash at end of year2011-12-31$47,946
Total non interest bearing cash at beginning of year2011-12-31$40,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$952,470
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,707,803
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,755,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,546,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,853,912
Interest on participant loans2011-12-31$7,635
Value of interest in common/collective trusts at end of year2011-12-31$853,764
Value of interest in common/collective trusts at beginning of year2011-12-31$734,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-156,171
Net investment gain or loss from common/collective trusts2011-12-31$49,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$791,565
Employer contributions (assets) at beginning of year2011-12-31$3,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$373,879
Contract administrator fees2011-12-31$17,030
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 name2011-12-31MAXCPA LLC
Accountancy firm EIN2011-12-31273342679
2010 : UNITUS COMMUNITY CREDIT UNION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$2,321,294
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$1,492,409
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$587,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$582,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$855,825
Value of total assets at end of year2010-12-31$7,755,333
Value of total assets at beginning of year2010-12-31$4,528,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,006
Total interest from all sources2010-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$370,152
Participant contributions at end of year2010-12-31$114,101
Participant contributions at beginning of year2010-12-31$70,804
Total non interest bearing cash at end of year2010-12-31$40,249
Total non interest bearing cash at beginning of year2010-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$905,229
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,755,333
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,528,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,853,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,079,296
Value of interest in common/collective trusts at end of year2010-12-31$734,029
Value of interest in common/collective trusts at beginning of year2010-12-31$378,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$613,298
Net investment gain or loss from common/collective trusts2010-12-31$23,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$485,673
Employer contributions (assets) at end of year2010-12-31$3,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$582,174
Contract administrator fees2010-12-31$5,006
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS
Accountancy firm EIN2010-12-31910189318

Form 5500 Responses for UNITUS COMMUNITY CREDIT UNION 401(K) PLAN

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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807314
Policy instance 1
Insurance contract or identification number807314
Number of Individuals Covered405
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807314
Policy instance 1
Insurance contract or identification number807314
Number of Individuals Covered372
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807314
Policy instance 1
Insurance contract or identification number807314
Number of Individuals Covered358
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807314
Policy instance 1
Insurance contract or identification number807314
Number of Individuals Covered340
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number009618
Policy instance 1
Insurance contract or identification number009618
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $29
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29
Insurance broker organization code?1
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number009618
Policy instance 1
Insurance contract or identification number009618
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $73
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number009618
Policy instance 1
Insurance contract or identification number009618
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $73
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

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