2023 Form 5500 filing — Educators Credit Union Wrap 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 20240724114953NAL0028217378001) for Educators Credit Union Wrap Plan, reported by Educators Credit Union under EIN 39-0555293 and plan number 510. It reports 537 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724114953NAL0028217378001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Educators Credit Union
- EIN
- 39-0555293
- Plan number
- 510
- Location
- Mt. Pleasant, WI
- Participants
- 537
- 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. |
|---|---|---|---|
| Umr,Inc. | CLAIMS PROCESSING | $324,058 | $0 |
| Lockton Companies,LLC | BROKER | $127,969 | not reported in the loaded dataset |
| Delta Dental Of Wisconsin | THIRD PARTY ADMIN | $19,469 | not reported in the loaded dataset |
| Carpenter Rowland Batenburg | INS AGENT OR BROKER | $5,075 | not reported in the loaded dataset |
| Rxbenefits, Inc. | CLAIMS PROCESSING | $3,159 | not reported in the loaded dataset |
| The Health Plan Of The Upper Ohio | RECORDKEEPING | $1,110 | not reported in the loaded dataset |