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

Associated Credit Union (EIN 58-0240950) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Associated Credit Union?

The Employer Identification Number (EIN) reported for Associated Credit Union is 58-0240950.

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

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

Associated 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, Associated Credit Union (EIN 58-0240950) is a plan sponsor located in Norcross, GA 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: 58-0240950
Location: Norcross, GA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $42,354,237
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $42,354,237

Contributions & income

Employer contributions: $1,373,894
Participant contributions: $1,396,062
Total income / additions: $7,927,748

Expenses & distributions

Benefits paid / distributions: $3,728,901
Total expenses: $3,817,984
Net increase / (decrease): $4,109,764

Coverage

Total reported participants: 759
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

Associated Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Associated Credit Union 401(K) Plan And Trust	004	441	$42,354,237	2023
Associated Credit Union Group Employee Health Benefit Plan	502	318	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 Associated Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Associated Credit Union 401(K) Plan And Trust	441	H, C	20240918091858NAL0001620451001
2023	Associated Credit Union Group Employee Health Benefit Plan	318	C	20250331154400NAL0005699601001