Homeland Credit Union, 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, Homeland Credit Union, Inc. (EIN 31-0395830) is a plan sponsor located in Chillicothe, OH 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
31-0395830
Location
Chillicothe, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,612,115
Total reported liabilities (EOY)
$704
Total reported net assets (EOY)
$3,611,411

Contributions & income

Employer contributions
$895,576
Participant contributions
$532,792
Total income / additions
$1,922,008

Expenses & distributions

Benefits paid / distributions
$1,389,977
Total expenses
$1,425,711
Net increase / (decrease)
$496,297

Coverage

Total reported participants
156
Plans with financial statements
2
Plans with provider compensation
0

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

Homeland Credit Union, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Homeland Credit Union, Inc. 401(K) Plan00174$3,588,2812023
Homeland Credit Union, Inc. Employee Health & Welfare Benefit Plan50182$23,8342023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Homeland Credit Union, Inc.
YearPlanParticipantsSchedulesFiling
2023Homeland Credit Union, Inc. Employee Health & Welfare Benefit Plan82I20240613100945NAL0065850818001
2023Homeland Credit Union, Inc. 401(K) Plan74I20240815150556NAL0007305107001

Related Form 5500 pages