2023 Form 5500 filing — Meriwest Credit Union Employee Benefits 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 20240513153353NAL0036775617001) for Meriwest Credit Union Employee Benefits Plan, reported by Meriwest Credit Union under EIN 94-1521987 and plan number 501. It reports 231 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240513153353NAL0036775617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meriwest Credit Union
- EIN
- 94-1521987
- Plan number
- 501
- Location
- San Jose, CA
- Participants
- 231
- Schedules available
- Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Risk Strategies Company | BROKER | $85,512 | not reported in the loaded dataset |
| Allied Benefit Systems, LLC | CONTRACT ADMINISTRATOR | $57,609 | not reported in the loaded dataset |
| Cigna | CLAIMS PROCESSOR | $16,387 | not reported in the loaded dataset |