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

Royal Credit Union (EIN 39-6072970) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Royal Credit Union?

The Employer Identification Number (EIN) reported for Royal Credit Union is 39-6072970.

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

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

Royal 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, Royal Credit Union (EIN 39-6072970) is a plan sponsor located in Eau Claire, 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: 39-6072970
Location: Eau Claire, WI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $85,426,612
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $85,426,612

Contributions & income

Employer contributions: $3,310,742
Participant contributions: $5,981,798
Total income / additions: $23,960,538

Expenses & distributions

Benefits paid / distributions: $4,868,165
Total expenses: $5,113,470
Net increase / (decrease): $18,847,068

Coverage

Total reported participants: 1,876
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

Royal Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Royal Credit Union 401(K) Plan	011	1,075	$85,426,612	2023
Royal Credit Union Group Health And Welfare Benefit Plan	501	801	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 Royal Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Royal Credit Union Group Health And Welfare Benefit Plan	801	—	20240731135237NAL0022354209001
2023	Royal Credit Union 401(K) Plan	1,075	H, C	20240920112805NAL0007418737001