2023 Form 5500 filing — Numerica Credit Union 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 20240719122602NAL0006807537001) for Numerica Credit Union Retirement Plan, reported by Numerica Credit Union under EIN 91-0863377 and plan number 002. It reports 847 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240719122602NAL0006807537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Numerica Credit Union
- EIN
- 91-0863377
- Plan number
- 002
- Location
- Spokane Valley, WA
- Participants
- 847
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,061,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,061,230
- Employer contributions
- $4,794,630
- Participant contributions
- $3,994,025
- Total income / additions
- $20,061,590
- Benefits paid
- $5,105,861
- Administrative expenses
- $2,961
- Total expenses
- $5,108,822
- Net increase / (decrease)
- $14,952,768
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $10,500 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,268 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$12,807 | $0 |