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

Dort Financial Credit Union (EIN 38-1440283) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Dort Financial Credit Union?

The Employer Identification Number (EIN) reported for Dort Financial Credit Union is 38-1440283.

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

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

Dort Financial 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, Dort Financial Credit Union (EIN 38-1440283) is a plan sponsor located in Grand Blanc, MI 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: 38-1440283
Location: Grand Blanc, MI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $30,386,760
Total reported liabilities (EOY): $2,702
Total reported net assets (EOY): $30,384,058

Contributions & income

Employer contributions: $1,352,918
Participant contributions: $1,197,402
Total income / additions: $6,987,448

Expenses & distributions

Benefits paid / distributions: $3,782,090
Total expenses: $3,878,974
Net increase / (decrease): $3,108,474

Coverage

Total reported participants: 586
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

Dort Financial Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Dort Financial Credit Union Employees Deferred Compensation Plan	002	323	$30,386,760	2023
Dort Financial Credit Union Welfare Benefit Plan	501	263	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Dort Financial Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Dort Financial Credit Union Welfare Benefit Plan	263	—	20240509094259NAL0066544306001
2023	Dort Financial Credit Union Employees Deferred Compensation Plan	323	H, C	20240815131637NAL0007506739001