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

Elevations Credit Union (EIN 84-0459116) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Elevations Credit Union?

The Employer Identification Number (EIN) reported for Elevations Credit Union is 84-0459116.

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

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

Elevations 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, Elevations Credit Union (EIN 84-0459116) is a plan sponsor located in Boulder, CO with 1 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: 84-0459116
Location: Boulder, CO
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $66,161,826
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $66,161,826

Contributions & income

Employer contributions: $1,928,428
Participant contributions: $4,767,110
Total income / additions: $18,822,282

Expenses & distributions

Benefits paid / distributions: $6,736,946
Total expenses: $6,806,881
Net increase / (decrease): $12,015,401

Coverage

Total reported participants: 1,419
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

Elevations Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Elevations Credit Union Capital Accumulation Plan	033	822	$66,161,826	2023
Elevations Credit Union Health And Welfare Plan	550	597	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 Elevations Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Elevations Credit Union Health And Welfare Plan	597	—	20240722085137NAL0010208721001
2023	Elevations Credit Union Capital Accumulation Plan	822	H, C	20240723092626NAL0017892144001