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

Union Square Credit Union (EIN 75-0971964) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Union Square Credit Union?

The Employer Identification Number (EIN) reported for Union Square Credit Union is 75-0971964.

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

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

Union Square 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, Union Square Credit Union (EIN 75-0971964) is a plan sponsor located in Wichita Falls, TX 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: 75-0971964
Location: Wichita Falls, TX
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $12,941,393
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $12,941,393

Contributions & income

Employer contributions: $456,580
Participant contributions: $628,154
Total income / additions: $2,982,714

Expenses & distributions

Benefits paid / distributions: $2,346,223
Total expenses: $2,401,685
Net increase / (decrease): $581,029

Coverage

Total reported participants: 269
Plans with financial statements: 1
Plans with provider compensation: 1

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

Union Square Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Union Square Credit Union 401(K) Plan	001	160	$12,941,393	2023
Union Square Credit Union Health And Welfare Plan	501	109	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 Union Square Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Union Square Credit Union Health And Welfare Plan	109	—	20240711153557NAL0018696769001
2023	Union Square Credit Union 401(K) Plan	160	H, C	20241009082145NAL0009036419001