2023 Form 5500 filing — Credit Union National Association Inc. Retirement Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240416121659NAL0000724656001) for Credit Union National Association Inc. Retirement Pension Plan, reported by Credit Union National Association Inc. under EIN 23-7065623 and plan number 022. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$0Reported net assets
Participants199
Provider compensation$6.5K2 Schedule C row(s)$6,490
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240416121659NAL0000724656001
- Plan sponsor
- Credit Union National Association Inc.
- EIN
- 23-7065623
- Plan number
- 022
- Location
- Madison, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Full reported line items
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $369,847
- Benefits paid
- $23,334,804
- Administrative expenses
- $6,491
- Total expenses
- $23,341,295
- Net increase / (decrease)
- -$22,971,448
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $3,245 | $0 |
| Members Capital Advisors, Inc. | NONE | $3,245 | not reported in the loaded dataset |