How many benefit plans does Credit Union National Association Inc. report on Form 5500?

Credit Union National Association Inc. (EIN 23-7065623) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Credit Union National Association Inc.?

The Employer Identification Number (EIN) reported for Credit Union National Association Inc. is 23-7065623.

What is the latest Form 5500 filing year for Credit Union National Association Inc.?

The latest loaded Form 5500 filing year for Credit Union National Association Inc. is 2023.

Credit Union National Association Inc. — 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, Credit Union National Association Inc. (EIN 23-7065623) is a plan sponsor located in Madison, WI with 1 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: 23-7065623
Location: Madison, WI
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $127,459,797
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $127,459,797

Contributions & income

Employer contributions: $2,524,941
Participant contributions: $3,418,050
Total income / additions: $27,456,298

Expenses & distributions

Benefits paid / distributions: $34,829,108
Total expenses: $34,925,198
Net increase / (decrease): -$7,468,900

Coverage

Total reported participants: 986
Plans with financial statements: 2
Plans with provider compensation: 3

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

Credit Union National Association Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Credit Union National Association, Inc. 401(K) Plan	003	469	$127,459,797	2023
Credit Union National Association Inc. Retirement Pension Plan	022	199	$0	2023
Credit Union National Association, Inc. Employee Benefits Plan	516	318	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 Credit Union National Association Inc.
Year	Plan	Participants	Schedules	Filing
2023	Credit Union National Association Inc. Retirement Pension Plan	199	H, C	20240416121659NAL0000724656001
2023	Credit Union National Association, Inc. Employee Benefits Plan	318	C	20240618161627NAL0003896512001
2023	Credit Union National Association, Inc. 401(K) Plan	469	H, C	20240827094641NAL0010444977001