Plan5500

Oneaz 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, Oneaz Credit Union (EIN 86-0108770) is a plan sponsor located in Phoenix, 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
86-0108770
Location
Phoenix, AZ
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$52.9MSummed across loaded plans$52,934,211
Total reported assets$52.9M$52,934,211
Total reported participants1.5K1,508
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$52.9M total assets
Net assets$52.9MLiabilities$0
Contributions & income
Employer contributions$2.3M
Participant contributions$3.6M
Total income / additions$19.2M
Expenses & distributions
Benefits paid / distributions$50.8M
Total expenses$51M
Net increase / (decrease)-$31.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation3 / 3 (100%)

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 assets92%Oneaz Credit Union 401(K) Plan
Participants per plan503Average 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
    Oneaz Credit Union 401(K) Plan$48.6M
    Plan #002 · 747 participants · 2023
  2. 2
    Oneaz Credit Union Defined Benefit Pension Plan$4.4M
    Plan #001 · 250 participants · 2023
  3. 3
    Oneaz Credit Union Employee Benefits Plannot reported in the loaded dataset
    Plan #505 · 511 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Oneaz Credit Union
YearPlanParticipantsSchedulesFiling
2023Oneaz Credit Union Employee Benefits Plan511C20240708171612NAL0007458691001
2023Oneaz Credit Union 401(K) Plan747H, C20241010173610NAL0011787683001
2023Oneaz Credit Union Defined Benefit Pension Plan250H, C20250114152706NAL0011730643001

Related Form 5500 pages