2023 Form 5500 filing — Everwise Credit Union Group Life And Disability 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 20240716141922NAL0003253265001) for Everwise Credit Union Group Life And Disability Plan, reported by Everwise Credit Union under EIN 35-0702986 and plan number 502. It reports 733 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)Not reported
Participants733
Provider compensation$54.2K2 Schedule C row(s)$54,161
Schedules filedSchedule CLoaded schedules
EFAST2 acknowledgement
20240716141922NAL0003253265001
Plan sponsor
Everwise Credit Union
EIN
35-0702986
Plan number
502
Location
South Bend, IN
Received date
not reported in the loaded dataset
2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

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)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Sun Life Assurance CompanyPLAN ADMINISTRATOR$51,461not reported in the loaded dataset
Icul ServicesBROKER$2,700not reported in the loaded dataset

Related Form 5500 pages