World Council of Credit Unions, Inc. Capital Accumulation Plan

World Council of Credit Unions, Inc ., Madison WI. Employer ID 391143339, plan number 033. Annual reports on file for 2009 to 2013.

Where the money went

Filed 2009-2013World Council of Credit Unions, Inc. Capital Accumulation Plan, World Council of Credit Unions, Inc .
2013Assets transferred to Credit Union Retirement Plan Association 401(k) Plan
TodayCredit Union Retirement Plan Association 401(k) Plan still files. Cmfg Life Insurance Company keeps the records. That is where to ask.

Records are kept by Cmfg Life Insurance Company, per the 2024 filing.

In plan year 2012, active participants fell from 58 to 46 (21%), and 3 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

2013: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
2013: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan year	Participants	Left, still in the plan	Source
2009	121	44	Filing
2010	116	54	Filing
2011	112	54	Filing
2012	93	45	Filing
2013	0	0	Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.