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

Copper State Credit Union (EIN 86-6050693) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Copper State Credit Union?

The Employer Identification Number (EIN) reported for Copper State Credit Union is 86-6050693.

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

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

Copper State 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, Copper State Credit Union (EIN 86-6050693) is a plan sponsor located in Phoenix, AZ 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: 86-6050693
Location: Phoenix, AZ
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $11,214,436
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $11,214,436

Contributions & income

Employer contributions: $363,809
Participant contributions: $641,368
Total income / additions: $2,451,996

Expenses & distributions

Benefits paid / distributions: $533,025
Total expenses: $590,112
Net increase / (decrease): $1,861,884

Coverage

Total reported participants: 526
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

Copper State Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Copper State Credit Union 401(K) Plan	001	408	$11,214,436	2023
Copper State Credit Union Employee Welfare Plan	501	118	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 Copper State Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Copper State Credit Union Employee Welfare Plan	118	—	20240522193004NAL0002090931001
2023	Copper State Credit Union 401(K) Plan	408	H, C	20240829111422NAL0013017953001