Plan5500

Gte 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, Gte Federal Credit Union (EIN 59-0642956) is a plan sponsor located in Tampa, FL 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
59-0642956
Location
Tampa, FL
Loaded plans
3
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 Gte Federal Credit Union

  • 3 loaded plans hold $59.4M in reported assets.
  • The largest, Gte Federal Credit Union 401(K) Retirement Plan, holds 85% of this company's reported plan assets.
  • Plans cover 1,429 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$59.4MSummed across loaded plans$59,352,715
Total reported assets$59.4M$59,352,715
Total reported participants1.4K1,429
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$59.4M total assets
Net assets$59.4MLiabilities$0
Contributions & income
Employer contributions$5.8M
Participant contributions$3.5M
Total income / additions$17.3M
Expenses & distributions
Benefits paid / distributions$4.3M
Total expenses$4.6M
Net increase / (decrease)$12.7M

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 assets85%Gte Federal Credit Union 401(K) Retirement Plan
Participants per plan476Average 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
    Gte Federal Credit Union 401(K) Retirement Plan$50.6M
    Plan #033 · 654 participants · 2023
  2. 2
    Gte Federal Credit Union Defined Benefit Plan$8.8M
    Plan #001 · 264 participants · 2023
  3. 3
    Gte Federal Credit Union Dba Gte Financial Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 511 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 Gte Federal Credit Union. Open one for its full reported snapshot.

  1. 2023
    Gte Federal Credit Union Dba Gte Financial Welfare Benefits Plan511 participants · 2No schedules
    View filing →
  2. 2023
    Gte Federal Credit Union Defined Benefit Plan264 participants · 2Sch HSch C
    View filing →
  3. 2023
    Gte Federal Credit Union 401(K) Retirement Plan654 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Gte Federal Credit Union report on Form 5500?
Gte Federal Credit Union (EIN 59-0642956) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Gte Federal Credit Union?
The Employer Identification Number (EIN) reported for Gte Federal Credit Union is 59-0642956.
What is the latest Form 5500 filing year for Gte Federal Credit Union?
The latest loaded Form 5500 filing year for Gte Federal Credit Union is 2023.

Related Form 5500 pages