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

Neighbors Federal Credit Union (EIN 72-0505488) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Neighbors Federal Credit Union?

The Employer Identification Number (EIN) reported for Neighbors Federal Credit Union is 72-0505488.

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

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

Neighbors 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, Neighbors Federal Credit Union (EIN 72-0505488) is a plan sponsor located in Baton Rouge, LA 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: 72-0505488
Location: Baton Rouge, LA
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $72,232,608
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $72,232,608

Contributions & income

Employer contributions: $3,518,528
Participant contributions: $1,073,182
Total income / additions: $12,332,512

Expenses & distributions

Benefits paid / distributions: $4,334,961
Total expenses: $4,486,847
Net increase / (decrease): $7,845,665

Coverage

Total reported participants: 722
Plans with financial statements: 2
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

Neighbors Federal Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Neighbors Federal Credit Union Cash Balance Defined Benefit Plan And Trust	001	284	$54,181,022	2023
Neighbors Federal Credit Union 401(K) Plan And Trust	002	254	$18,051,586	2023
Neighbors Federal Credit Union Welfare Plan	501	184	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Neighbors Federal Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Neighbors Federal Credit Union Welfare Plan	184	—	20240529165733NAL0006425619001
2023	Neighbors Federal Credit Union 401(K) Plan And Trust	254	H, C	20240912123553NAL0004436131001
2023	Neighbors Federal Credit Union Cash Balance Defined Benefit Plan And Trust	284	H, C	20240912124752NAL0005156931001