How many benefit plans does St. Anne'S Credit Union report on Form 5500?

St. Anne'S Credit Union (EIN 04-2128094) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for St. Anne'S Credit Union?

The Employer Identification Number (EIN) reported for St. Anne'S Credit Union is 04-2128094.

What is the latest Form 5500 filing year for St. Anne'S Credit Union?

The latest loaded Form 5500 filing year for St. Anne'S Credit Union is 2023.

St. Anne'S Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, St. Anne'S Credit Union (EIN 04-2128094) is a plan sponsor located in Fall River, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 04-2128094
Location: Fall River, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $13,991,127
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $13,991,127

Contributions & income

Employer contributions: $500,473
Participant contributions: $608,281
Total income / additions: $3,171,789

Expenses & distributions

Benefits paid / distributions: $649,885
Total expenses: $670,954
Net increase / (decrease): $2,500,835

Coverage

Total reported participants: 351
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

St. Anne'S Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
St. Anne'S Credit Union 401(K) Retirement Plan	002	203	$13,991,127	2023
St. Annes Credit Union Welfare Wrap Plan	501	148	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for St. Anne'S Credit Union
Year	Plan	Participants	Schedules	Filing
2023	St. Annes Credit Union Welfare Wrap Plan	148	—	20240627101259NAL0010028817001
2023	St. Anne'S Credit Union 401(K) Retirement Plan	203	H, C	20241002090702NAL0016190930001