Plan5500

Y-12 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, Y-12 Federal Credit Union (EIN 62-0473619) is a plan sponsor located in Oak Ridge, TN with 5 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
62-0473619
Location
Oak Ridge, TN
Loaded plans
5
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 Y-12 Federal Credit Union

  • 5 loaded plans hold $93.7M in reported assets.
  • The largest, Y-12 Federal Credit Union Cash Balance Retirement Pension Plan, holds 64% of this company's reported plan assets.
  • Plans cover 1,875 reported participants.
  • 2 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$93.7MSummed across loaded plans$93,747,971
Total reported assets$93.7M$93,747,971
Total reported participants1.9K1,875
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$93.7M total assets
Net assets$93.7MLiabilities$0
Contributions & income
Employer contributions$3.5M
Participant contributions$1.7M
Total income / additions$18M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.6M
Net increase / (decrease)$15.4M

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation1 / 5 (20%)

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 assets64%Y-12 Federal Credit Union Cash Balance Retirement Pension Plan
Participants per plan375Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Y-12 Federal Credit Union Cash Balance Retirement Pension Plan$59.9M
    Plan #001 · 463 participants · 2023
  2. 2
    Y-12 Federal Credit Union 401(K) Plan And Trust$33.8M
    Plan #002 · 447 participants · 2023
  3. 3
    Group Life Insurance Plannot reported in the loaded dataset
    Plan #502 · 335 participants · 2023
  4. 4
    Group Short Term Disability Plannot reported in the loaded dataset
    Plan #504 · 332 participants · 2023
  5. 5
    Group Medical Plannot reported in the loaded dataset
    Plan #501 · 298 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 Y-12 Federal Credit Union. Open one for its full reported snapshot.

  1. 2023
    Group Life Insurance Plan335 participants · 2No schedules
    View filing →
  2. 2023
    Group Medical Plan298 participants · 2No schedules
    View filing →
  3. 2023
    Group Short Term Disability Plan332 participants · 2No schedules
    View filing →
  4. 2023
    Y-12 Federal Credit Union 401(K) Plan And Trust447 participants · 2Sch HSch C
    View filing →
  5. 2023
    Y-12 Federal Credit Union Cash Balance Retirement Pension Plan463 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Y-12 Federal Credit Union report on Form 5500?
Y-12 Federal Credit Union (EIN 62-0473619) reports 5 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Y-12 Federal Credit Union?
The Employer Identification Number (EIN) reported for Y-12 Federal Credit Union is 62-0473619.
What is the latest Form 5500 filing year for Y-12 Federal Credit Union?
The latest loaded Form 5500 filing year for Y-12 Federal Credit Union is 2023.

Related Form 5500 pages