Plan5500

Coastal Federal 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, Coastal Federal Credit Union (EIN 56-0904243) is a plan sponsor located in Raleigh, NC with 3 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
56-0904243
Location
Raleigh, NC
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$143.7MSummed across loaded plans$143,749,689
Total reported assets$143.7M$143,749,689
Total reported participants2K2,016
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$143.7M total assets
Net assets$143.7MLiabilities$0
Contributions & income
Employer contributions$6.8M
Participant contributions$4.4M
Total income / additions$28.9M
Expenses & distributions
Benefits paid / distributions$8.9M
Total expenses$9.2M
Net increase / (decrease)$19.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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 assets59%Coastal Federal Credit Union 401(K) Plan And Trust
Participants per plan672Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Coastal Federal Credit Union 401(K) Plan And Trust$84.9M
    Plan #002 · 773 participants · 2023
  2. 2
    Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan And Trust$58.8M
    Plan #001 · 692 participants · 2023
  3. 3
    Coastal Federal Credit Union Health & Welfare Benefits Plannot reported in the loaded dataset
    Plan #510 · 551 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Coastal Federal Credit Union
YearPlanParticipantsSchedulesFiling
2023Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan And Trust692H, C20241003154155NAL0017433072001
2023Coastal Federal Credit Union 401(K) Plan And Trust773H, C20241004145643NAL0012351569001
2023Coastal Federal Credit Union Health & Welfare Benefits Plan551—20241122153251NAL0000839251001

Related Form 5500 pages