Usalliance 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, Usalliance Federal Credit Union (EIN 13-6256810) is a plan sponsor located in Rye, NY 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
13-6256810
Location
Rye, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$30,841,158
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$30,841,158

Contributions & income

Employer contributions
$1,093,617
Participant contributions
$1,614,885
Total income / additions
$8,250,341

Expenses & distributions

Benefits paid / distributions
$3,353,304
Total expenses
$3,371,194
Net increase / (decrease)
$4,879,147

Coverage

Total reported participants
670
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

Usalliance Federal Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Usalliance Federal Credit Union 401(K) Plan002411$30,841,1582023
Usalliance Federal Cu Group Health Plan501259not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Usalliance Federal Credit Union
YearPlanParticipantsSchedulesFiling
2023Usalliance Federal Credit Union 401(K) Plan411H, C20240822142436NAL0002619347001
2023Usalliance Federal Cu Group Health Plan25920240930114504NAL0010079600001

Related Form 5500 pages