| Split Dollar Agreement | Sent | Mar 23, 2026 |
| Reba x2 | Potential | Mar 19, 2026 |
| Engagment Letter Request | Pending | Mar 18, 2026 |
| Re: Michigan DIFS | Sent | Mar 18, 2026 |
| Marshland CU Legal | Potential | Mar 18, 2026 |
| Split Dollar Agreement | Ready to Bill | Mar 18, 2026 |
| REBA for Pedro Quintanilla | Potential | Mar 17, 2026 |
| Three Split Dollar Agreements | Potential | Mar 17, 2026 |
| Parity Notice | Sent | Mar 12, 2026 |
| Split Dollar Agreement | Potential | Mar 11, 2026 |
| REBA and template participation agreement | Potential | Mar 11, 2026 |
| Split Dollar Agreement | Sent | Mar 11, 2026 |
| REBA and template participation agreement | Active | Mar 11, 2026 |
| Kershaw SD Amendment | Sent | Mar 10, 2026 |
| Collins Community CU - Parity Letter | Sent | Mar 10, 2026 |
| Premium Escrow | Sent | Mar 6, 2026 |
| REBA and template participation agreement | Potential | Mar 6, 2026 |
| Parity Request | Sent | Mar 3, 2026 |
| HFMCU - Parity Letter | Sent | Mar 3, 2026 |
| Re: Edwards FCU - Carter Pope | Ready to Bill | Mar 2, 2026 |
| Split Dollar Agreement for Dr. Bhati | Potential | Mar 2, 2026 |
| First Flight FCU: SERP | Sent | Feb 25, 2026 |
| Strehl SD Amendment | Sent | Feb 24, 2026 |
| Split dollar agreement for Art Corey | Potential | Feb 18, 2026 |
| Split Dollar Agreement | Potential | Feb 18, 2026 |
| Jefferson Healthcare - Brandie Manuel | Sent | Feb 3, 2026 |
| Executive Benefit Documentation | Potential | Feb 2, 2026 |
| CASD + 457(f) Recission | Potential | Jan 21, 2026 |
| CASD + 457(f) Recission | Potential | Jan 21, 2026 |
| Two split dollar agreements and a 457(f) plan | Potential | Jan 21, 2026 |
| Engagement Letter for CASD plan | Potential | Jan 5, 2026 |
| Amend SDA | Ready to Bill | Dec 30, 2025 |
| Amendment | Ready to Bill | Dec 30, 2025 |
| Split Dollar Amendment (2nd plan) | Sent | Dec 18, 2025 |
| two SERP plans | Potential | Dec 2, 2025 |
| Re: Mount Nittany CASD Amendment | Potential | Nov 19, 2025 |
| Re: (MA) Hanscom FCU - Peter Rice: SERP Enhancement Approval Next
Steps | Potential | Nov 19, 2025 |
| Re: Timothy Ajayi and Ryan Millman | Potential | Nov 18, 2025 |
| Supplemental Executive Retirement Plan | Potential | Nov 18, 2025 |
| SD Amendment | Potential | Nov 18, 2025 |
| Supplemental Executive Retirement Plan | Potential | Nov 7, 2025 |
| Re: Valerga/ABL Investment & Next Steps | Ready to Bill | Nov 6, 2025 |
| Re: Upcoming Regulatory Exam and Supervisory Committee Review | Potential | Oct 30, 2025 |