Meridian Trust 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, Meridian Trust Federal Credit Union (EIN 83-0179749) is a plan sponsor located in Cheyenne, WY 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
83-0179749
Location
Cheyenne, WY
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$6,392,895
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$6,392,895

Contributions & income

Employer contributions
$197,716
Participant contributions
$447,614
Total income / additions
$1,801,926

Expenses & distributions

Benefits paid / distributions
$1,693,059
Total expenses
$1,700,436
Net increase / (decrease)
$101,490

Coverage

Total reported participants
388
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

Meridian Trust Federal Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Meridian Trust Federal Credit Union Retirement Savings Plan002164$6,392,8952023
Meridian Trust Fcu Std Plan502115not reported in the loaded dataset2023
Meridian Trust Fcu Life Plan501109not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Meridian Trust Federal Credit Union
YearPlanParticipantsSchedulesFiling
2023Meridian Trust Federal Credit Union Retirement Savings Plan164H, C20241012165146NAL0023720929001
2023Meridian Trust Fcu Life Plan10920241017151618NAL0033202641001
2023Meridian Trust Fcu Std Plan11520241017151629NAL0016464163001

Related Form 5500 pages