How many benefit plans does Coastal1 Credit Union report on Form 5500?

Coastal1 Credit Union (EIN 05-0197075) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Coastal1 Credit Union?

The Employer Identification Number (EIN) reported for Coastal1 Credit Union is 05-0197075.

What is the latest Form 5500 filing year for Coastal1 Credit Union?

The latest loaded Form 5500 filing year for Coastal1 Credit Union is 2023.

Coastal1 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, Coastal1 Credit Union (EIN 05-0197075) is a plan sponsor located in Pawtucket, RI 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: 05-0197075
Location: Pawtucket, RI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $43,686,813
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $43,686,813

Contributions & income

Employer contributions: $1,645,227
Participant contributions: $1,734,265
Total income / additions: $10,528,147

Expenses & distributions

Benefits paid / distributions: $6,957,941
Total expenses: $6,969,545
Net increase / (decrease): $3,558,602

Coverage

Total reported participants: 643
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

Coastal1 Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Coastal1 Credit Union 401(K) Plan	002	373	$43,686,813	2023
Coastal1 Credit Union Welfare Benefit Plan	502	270	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 Coastal1 Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Coastal1 Credit Union Welfare Benefit Plan	270	—	20240909095831NAL0004379521001
2023	Coastal1 Credit Union 401(K) Plan	373	H, C	20240918102734NAL0004133073001