2023 Form 5500 filing — Premier America Retirement And Savings 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 20240724175215NAL0013559553001) for Premier America Retirement And Savings Plan, reported by Premier America Credit Union under EIN 95-3442691 and plan number 001. It reports 535 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724175215NAL0013559553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Premier America Credit Union
- EIN
- 95-3442691
- Plan number
- 001
- Location
- Chatsworth, CA
- Participants
- 535
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,811,995
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,811,995
- Employer contributions
- $1,770,647
- Participant contributions
- $2,474,640
- Total income / additions
- $11,123,746
- Benefits paid
- $1,527,343
- Administrative expenses
- $66,655
- Total expenses
- $1,593,998
- Net increase / (decrease)
- $9,529,748
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $66,655 | $0 |
| Actuarial Benefits Corp. | OTHER SERVICES | $0 | $7,179 |
| Morningstar Investment Management | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |