2023 Form 5500 filing — Alloya Corporate Federal Credit Union Savings Retirement 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 20240717135220NAL0004462785001) for Alloya Corporate Federal Credit Union Savings Retirement Plan, reported by Alloya Corporate Federal Credit Union under EIN 45-2090875 and plan number 003. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717135220NAL0004462785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alloya Corporate Federal Credit Union
- EIN
- 45-2090875
- Plan number
- 003
- Location
- Naperville, IL
- Participants
- 269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,962,224
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,962,224
- Employer contributions
- $1,604,598
- Participant contributions
- $2,386,585
- Total income / additions
- $14,211,483
- Benefits paid
- $4,149,035
- Administrative expenses
- $99,355
- Total expenses
- $4,248,390
- Net increase / (decrease)
- $9,963,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cerity Partners Retirement Plan | ADVISOR | $50,102 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $39,506 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $9,746 | not reported in the loaded dataset |