California 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, California Credit Union (EIN 95-0951410) is a plan sponsor located in Glendale, CA 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
95-0951410
Location
Glendale, CA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$98,760,485
Total reported liabilities (EOY)
$192,474
Total reported net assets (EOY)
$98,568,011

Contributions & income

Employer contributions
$3,803,556
Participant contributions
$3,866,841
Total income / additions
$31,723,463

Expenses & distributions

Benefits paid / distributions
$94,706,202
Total expenses
$94,752,679
Net increase / (decrease)
-$63,029,216

Coverage

Total reported participants
1,660
Plans with financial statements
2
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

California Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
California Credit Union 401(K) Plan002797$98,568,0112023
California Credit Union Defined Benefit Plan001330$192,4742023
California Credit Union Welfare Benefit Plan501533not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for California Credit Union
YearPlanParticipantsSchedulesFiling
2023California Credit Union 401(K) Plan797H, C20240716111033NAL0002442721001
2023California Credit Union Welfare Benefit Plan53320241021123557NAL0003445266001
2023California Credit Union Defined Benefit Plan330H20241122142527NAL0000828691001

Related Form 5500 pages