ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN
|
2023
|
840459116
|
2024-07-23
|
ELEVATIONS CREDIT UNION
|
822
|
|
File |
View Page
|
Three-digit plan number (PN) |
033
|
Effective date of plan |
1982-11-01
|
Business code |
522130
|
Sponsor’s telephone number |
7205656058
|
Plan sponsor’s mailing address |
PO BOX 9004, BOULDER, CO, 80301
|
Plan sponsor’s
address |
1 ENVIRONMENTAL WAY, BROOMFIELD, CO, 80021
|
Number of participants as of the end of the plan year
Active participants |
582 |
Retired or separated participants receiving
benefits |
3 |
Other
retired or separated participants entitled to future benefits |
186 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
660 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2024-07-23 |
Name of individual signing |
DANESE CHRISTIANSEN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN
|
2022
|
840459116
|
2023-07-14
|
ELEVATIONS CREDIT UNION
|
756
|
|
File |
View Page
|
Three-digit plan number (PN) |
033
|
Effective date of plan |
1982-11-01
|
Business code |
522130
|
Sponsor’s telephone number |
7205656058
|
Plan sponsor’s mailing address |
PO BOX 9004, BOULDER, CO, 80301
|
Plan sponsor’s
address |
1 ENVIRONMENTAL WAY, BROOMFIELD, CO, 80021
|
Number of participants as of the end of the plan year
Active participants |
654 |
Retired or separated participants receiving
benefits |
3 |
Other
retired or separated participants entitled to future benefits |
165 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
663 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2023-07-14 |
Name of individual signing |
DANESE CHRISTIANSEN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN
|
2021
|
840459116
|
2022-08-31
|
ELEVATIONS CREDIT UNION
|
728
|
|
File |
View Page
|
Three-digit plan number (PN) |
033
|
Effective date of plan |
1982-11-01
|
Business code |
522130
|
Sponsor’s telephone number |
7205656058
|
Plan sponsor’s mailing address |
PO BOX 9004, BOULDER, CO, 80301
|
Plan sponsor’s
address |
1 ENVIRONMENTAL WAY, BROOMFIELD, CO, 80021
|
Number of participants as of the end of the plan year
Active participants |
586 |
Retired or separated participants receiving
benefits |
3 |
Other
retired or separated participants entitled to future benefits |
167 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
653 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2022-08-31 |
Name of individual signing |
DANESE CHRISTIANSEN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ELEVATIONS CREDIT UNION HEALTH AND WELFARE PLAN
|
2014
|
840459116
|
2015-06-30
|
ELEVATIONS CREDIT UNION
|
305
|
|
File |
View Page
|
Three-digit plan number (PN) |
550
|
Effective date of plan |
2011-01-01
|
Business code |
522130
|
Sponsor’s telephone number |
3034434672
|
Plan sponsor’s mailing address |
P.O. BOX 9004, BOULDER, CO, 80301
|
Plan sponsor’s
address |
2300 55TH ST., BOULDER, CO, 80301
|
Plan administrator’s name and address
Administrator’s EIN |
840459116 |
Plan administrator’s name |
ELEVATIONS CREDIT UNION |
Plan administrator’s
address |
2300 55TH ST., BOULDER, CO, 80301 |
Administrator’s telephone number |
3034434672 |
Number of participants as of the end of the plan year
Active participants |
327 |
Retired or separated participants receiving
benefits |
2 |
Signature of
Role |
Plan administrator |
Date |
2015-06-30 |
Name of individual signing |
DANESE CHRISTIANSEN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2015-06-29 |
Name of individual signing |
MARTA PONDER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ELEVATIONS CREDIT UNION HEALTH AND WELFARE PLAN
|
2013
|
840459116
|
2014-07-21
|
ELEVATIONS CREDIT UNION
|
291
|
|
File |
View Page
|
Three-digit plan number (PN) |
550
|
Effective date of plan |
2011-01-01
|
Business code |
522130
|
Sponsor’s telephone number |
3034434672
|
Plan sponsor’s mailing address |
P.O. BOX 9004, BOULDER, CO, 80301
|
Plan sponsor’s
address |
2300 55TH ST., BOULDER, CO, 80301
|
Plan administrator’s name and address
Administrator’s EIN |
840459116 |
Plan administrator’s name |
ELEVATIONS CREDIT UNION |
Plan administrator’s
address |
2300 55TH ST., BOULDER, CO, 80301 |
Administrator’s telephone number |
3034434672 |
Number of participants as of the end of the plan year
Active participants |
298 |
Retired or separated participants receiving
benefits |
3 |
Signature of
Role |
Plan administrator |
Date |
2014-07-16 |
Name of individual signing |
MARTA PONDER |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2014-07-21 |
Name of individual signing |
ANNETTE MATTHIES |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN
|
2012
|
840459116
|
2013-10-08
|
ELEVATIONS CREDIT UNION
|
355
|
|
File |
View Page
|
Three-digit plan number (PN) |
033
|
Effective date of plan |
1982-11-01
|
Business code |
522130
|
Sponsor’s telephone number |
7205656058
|
Plan sponsor’s mailing address |
2300 55TH ST., BOULDER, CO, 80301
|
Plan sponsor’s
address |
2300 55TH ST., BOULDER, CO, 80301
|
Plan administrator’s name and address
Administrator’s EIN |
840459116 |
Plan administrator’s name |
ELEVATIONS CREDIT UNION |
Plan administrator’s
address |
2300 55TH ST., BOULDER, CO, 80301 |
Administrator’s telephone number |
7205656058 |
Number of participants as of the end of the plan year
Active participants |
288 |
Retired or separated participants receiving
benefits |
2 |
Other
retired or separated participants entitled to future benefits |
63 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
277 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2013-10-08 |
Name of individual signing |
DANESE CHRISTIANSEN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2013-10-08 |
Name of individual signing |
MARTA PONDER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ELEVATIONS CREDIT UNION HEALTH AND WELFARE PLAN
|
2012
|
840459116
|
2013-07-29
|
ELEVATIONS CREDIT UNION
|
273
|
|
File |
View Page
|
Three-digit plan number (PN) |
550
|
Effective date of plan |
2011-01-01
|
Business code |
522130
|
Sponsor’s telephone number |
3034434672
|
Plan sponsor’s mailing address |
P.O. BOX 9004, BOULDER, CO, 80301
|
Plan sponsor’s
address |
2300 55TH ST., BOULDER, CO, 80301
|
Plan administrator’s name and address
Administrator’s EIN |
840459116 |
Plan administrator’s name |
ELEVATIONS CREDIT UNION |
Plan administrator’s
address |
2300 55TH ST., BOULDER, CO, 80301 |
Administrator’s telephone number |
3034434672 |
Number of participants as of the end of the plan year
Active participants |
291 |
Retired or separated participants receiving
benefits |
3 |
Signature of
Role |
Plan administrator |
Date |
2013-07-23 |
Name of individual signing |
MARTA PONDER |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2013-07-23 |
Name of individual signing |
MARTA PONDER |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
DFE |
Date |
2013-07-29 |
Name of individual signing |
ANNETTE MATTHIES |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN
|
2011
|
840459116
|
2012-10-15
|
ELEVATIONS CREDIT UNION
|
309
|
|
File |
View Page
|
Three-digit plan number (PN) |
033
|
Effective date of plan |
1982-11-01
|
Business code |
522130
|
Sponsor’s telephone number |
7205656058
|
Plan sponsor’s mailing address |
2300 55TH ST., BOULDER, CO, 80301
|
Plan sponsor’s
address |
2300 55TH ST., BOULDER, CO, 80301
|
Plan administrator’s name and address
Administrator’s EIN |
840459116 |
Plan administrator’s name |
ELEVATIONS CREDIT UNION |
Plan administrator’s
address |
2300 55TH ST., BOULDER, CO, 80301 |
Administrator’s telephone number |
7205656058 |
Number of participants as of the end of the plan year
Active participants |
269 |
Retired or separated participants receiving
benefits |
1 |
Other
retired or separated participants entitled to future benefits |
85 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
289 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2012-10-15 |
Name of individual signing |
DANESE CHRISTIANSEN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2012-10-15 |
Name of individual signing |
MARTA PONDER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ELEVATIONS CREDIT UNION HEALTH AND WELFARE PLAN
|
2011
|
840459116
|
2012-07-16
|
ELEVATIONS CREDIT UNION
|
231
|
|
File |
View Page
|
Three-digit plan number (PN) |
550
|
Effective date of plan |
2011-01-01
|
Business code |
522130
|
Sponsor’s telephone number |
3034434672
|
Plan sponsor’s mailing address |
P.O. BOX 9004, BOULDER, CO, 80301
|
Plan sponsor’s
address |
2300 55TH ST., BOULDER, CO, 80301
|
Plan administrator’s name and address
Administrator’s EIN |
840459116 |
Plan administrator’s name |
ELEVATIONS CREDIT UNION |
Plan administrator’s
address |
2300 55TH ST., BOULDER, CO, 80301 |
Administrator’s telephone number |
3034434672 |
Number of participants as of the end of the plan year
Active participants |
268 |
Retired or separated participants receiving
benefits |
7 |
Signature of
Role |
Plan administrator |
Date |
2012-07-16 |
Name of individual signing |
MARTA PONDER |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2012-07-13 |
Name of individual signing |
ANNETTE MATTHIES |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN
|
2010
|
840459116
|
2011-10-12
|
ELEVATIONS CREDIT UNION
|
286
|
|
File |
View Page
|
Three-digit plan number (PN) |
033
|
Effective date of plan |
1982-11-01
|
Business code |
522130
|
Sponsor’s telephone number |
3034434672
|
Plan sponsor’s mailing address |
2300 55TH ST., BOULDER, CO, 80301
|
Plan sponsor’s
address |
2300 55TH ST., BOULDER, CO, 80301
|
Plan administrator’s name and address
Administrator’s EIN |
840459116 |
Plan administrator’s name |
ELEVATIONS CREDIT UNION |
Plan administrator’s
address |
2300 55TH ST., BOULDER, CO, 80301 |
Administrator’s telephone number |
3034434672 |
Number of participants as of the end of the plan year
Active participants |
224 |
Retired or separated participants receiving
benefits |
1 |
Other
retired or separated participants entitled to future benefits |
84 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
262 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2011-10-12 |
Name of individual signing |
DANESE CHRISTIANSEN |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2011-10-12 |
Name of individual signing |
MARTA PONDER |
Valid signature |
Filed with authorized/valid electronic signature |
|
|