Plan5500

University Of Wisconsin 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, University Of Wisconsin Credit Union (EIN 39-0671465) is a plan sponsor located in Madison, WI 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
39-0671465
Location
Madison, WI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for University Of Wisconsin Credit Union

  • 2 loaded plans hold $118.3M in reported assets.
  • The largest, Univ Of Wi Cu Retirement Savings Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 1,991 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$118.3MSummed across loaded plans$118,301,462
Total reported assets$118.3M$118,301,462
Total reported participants2K1,991
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$118.3M total assets
Net assets$118.3MLiabilities$0
Contributions & income
Employer contributions$5.1M
Participant contributions$5.7M
Total income / additions$30.9M
Expenses & distributions
Benefits paid / distributions$6.4M
Total expenses$6.4M
Net increase / (decrease)$24.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Univ Of Wi Cu Retirement Savings Plan And Trust
Participants per plan996Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Univ Of Wi Cu Retirement Savings Plan And Trust$118.3M
    Plan #002 · 1,182 participants · 2023
  2. 2
    Uw Credit Union Welfare Benefit Plannot reported in the loaded dataset
    Plan #515 · 809 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for University Of Wisconsin Credit Union. Open one for its full reported snapshot.

  1. 2023
    Uw Credit Union Welfare Benefit Plan809 participants · 2No schedules
    View filing →
  2. 2023
    Univ Of Wi Cu Retirement Savings Plan And Trust1,182 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does University Of Wisconsin Credit Union report on Form 5500?
University Of Wisconsin Credit Union (EIN 39-0671465) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for University Of Wisconsin Credit Union?
The Employer Identification Number (EIN) reported for University Of Wisconsin Credit Union is 39-0671465.
What is the latest Form 5500 filing year for University Of Wisconsin Credit Union?
The latest loaded Form 5500 filing year for University Of Wisconsin Credit Union is 2023.

Related Form 5500 pages