How many benefit plans does Charter Oak Federal Credit Union report on Form 5500?

Charter Oak Federal Credit Union (EIN 06-0659509) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Charter Oak Federal Credit Union?

The Employer Identification Number (EIN) reported for Charter Oak Federal Credit Union is 06-0659509.

What is the latest Form 5500 filing year for Charter Oak Federal Credit Union?

The latest loaded Form 5500 filing year for Charter Oak Federal Credit Union is 2023.

Charter Oak Federal 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, Charter Oak Federal Credit Union (EIN 06-0659509) is a plan sponsor located in Waterford, CT with 3 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: 06-0659509
Location: Waterford, CT
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $37,134,021
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $37,134,021

Contributions & income

Employer contributions: $1,243,953
Participant contributions: $1,214,971
Total income / additions: $7,757,289

Expenses & distributions

Benefits paid / distributions: $3,187,352
Total expenses: $3,308,973
Net increase / (decrease): $4,448,316

Coverage

Total reported participants: 558
Plans with financial statements: 2
Plans with provider compensation: 2

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

Charter Oak Federal Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Charter Oak Federal Credit Union Retirement Plan	004	191	$33,043,633	2023
Charter Oak Federal Credit Union Retirement Plan For Union Employees	002	162	$4,090,388	2023
Charter Oak Federal Credit Union Employee Benefit Plan	501	205	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Charter Oak Federal Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Charter Oak Federal Credit Union Employee Benefit Plan	205	—	20240717103527NAL0006669792001
2023	Charter Oak Federal Credit Union Retirement Plan	191	H, C	20240731100435NAL0048176018001
2023	Charter Oak Federal Credit Union Retirement Plan For Union Employees	162	H, C	20240927160934NAL0001182147001