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

Advantis Credit Union (EIN 93-0251640) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Advantis Credit Union?

The Employer Identification Number (EIN) reported for Advantis Credit Union is 93-0251640.

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

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

Advantis 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, Advantis Credit Union (EIN 93-0251640) is a plan sponsor located in Oregon City, OR 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: 93-0251640
Location: Oregon City, OR
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $24,921,184
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $24,921,184

Contributions & income

Employer contributions: $1,554,165
Participant contributions: $1,708,564
Total income / additions: $7,783,262

Expenses & distributions

Benefits paid / distributions: $3,234,045
Total expenses: $3,304,965
Net increase / (decrease): $4,478,297

Coverage

Total reported participants: 655
Plans with financial statements: 1
Plans with provider compensation: 2

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

Advantis Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Advantis Credit Union 401(K) Plan	002	354	$24,921,184	2023
Advantis Credit Union Health And Welfare Plan	501	301	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 Advantis Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Advantis Credit Union Health And Welfare Plan	301	C	20240829153107NAL0013281457001
2023	Advantis Credit Union 401(K) Plan	354	H, C	20240927132219NAL0001280387001