Plan5500

Tucson 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, Tucson Federal Credit Union (EIN 86-0098798) is a plan sponsor located in Tucson, AZ 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
86-0098798
Location
Tucson, AZ
Loaded plans
3
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 Tucson Federal Credit Union

  • 3 loaded plans hold $32.9M in reported assets.
  • The largest, Tucson Federal Credit Union Defined Benefit Plan And Trust, holds 80% of this company's reported plan assets.
  • Plans cover 448 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$32.9MSummed across loaded plans$32,896,024
Total reported assets$32.9M$32,896,024
Total reported participants448
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$32.9M total assets
Net assets$32.9MLiabilities$0
Contributions & income
Employer contributions$1.6M
Participant contributions$600.2K
Total income / additions$6M
Expenses & distributions
Benefits paid / distributions$447.1K
Total expenses$548.9K
Net increase / (decrease)$5.4M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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 assets80%Tucson Federal Credit Union Defined Benefit Plan And Trust
Participants per plan149Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Tucson Federal Credit Union Defined Benefit Plan And Trust$26.3M
    Plan #001 · 189 participants · 2023
  2. 2
    Tucson Federal Credit Union 401(K) Plan$6.6M
    Plan #002 · 143 participants · 2023
  3. 3
    Tucson Federal Credit Union Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 116 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 Tucson Federal Credit Union. Open one for its full reported snapshot.

  1. 2023
    Tucson Federal Credit Union Welfare Benefit Plan116 participants · 2No schedules
    View filing →
  2. 2023
    Tucson Federal Credit Union 401(K) Plan143 participants · 2Sch HSch C
    View filing →
  3. 2023
    Tucson Federal Credit Union Defined Benefit Plan And Trust189 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Tucson Federal Credit Union report on Form 5500?
Tucson Federal Credit Union (EIN 86-0098798) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Tucson Federal Credit Union?
The Employer Identification Number (EIN) reported for Tucson Federal Credit Union is 86-0098798.
What is the latest Form 5500 filing year for Tucson Federal Credit Union?
The latest loaded Form 5500 filing year for Tucson Federal Credit Union is 2023.

Related Form 5500 pages