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

Everwise Credit Union (EIN 35-0702986) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Everwise Credit Union?

The Employer Identification Number (EIN) reported for Everwise Credit Union is 35-0702986.

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

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

Everwise 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, Everwise Credit Union (EIN 35-0702986) is a plan sponsor located in South Bend, IN 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: 35-0702986
Location: South Bend, IN
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $91,311,546
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $91,311,546

Contributions & income

Employer contributions: $3,738,300
Participant contributions: $3,730,444
Total income / additions: $21,267,278

Expenses & distributions

Benefits paid / distributions: $11,061,425
Total expenses: $11,234,887
Net increase / (decrease): $10,032,391

Coverage

Total reported participants: 2,336
Plans with financial statements: 1
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

Everwise Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Everwise Credit Union 401(K) Plan	002	879	$91,311,546	2023
Everwise Credit Union Group Life And Disability Plan	502	733	not reported in the loaded dataset	2023
Everwise Credit Union Severance Plan	504	724	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 Everwise Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Everwise Credit Union Group Life And Disability Plan	733	C	20240716141922NAL0003253265001
2023	Everwise Credit Union 401(K) Plan	879	H, C	20241001164302NAL0012198176001
2023	Everwise Credit Union Severance Plan	724	—	20241015132515NAL0016482723001