2023 Form 5500 filing — United Federal Credit Union 401(K) 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 20240809142717NAL0006488593001) for United Federal Credit Union 401(K) Plan, reported by United Federal Credit Union under EIN 38-1393400 and plan number 002. It reports 1,135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809142717NAL0006488593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Federal Credit Union
- EIN
- 38-1393400
- Plan number
- 002
- Location
- St. Joseph, MI
- Participants
- 1,135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,278,540
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,278,540
- Employer contributions
- $3,081,000
- Participant contributions
- $2,963,498
- Total income / additions
- $17,773,001
- Benefits paid
- $8,606,655
- Administrative expenses
- $194,747
- Total expenses
- $8,801,402
- Net increase / (decrease)
- $8,971,599
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $105,617 | $0 |
| Grove Point Advisors LLC | NONE | $32,845 | not reported in the loaded dataset |
| Roland Criss & Williams Inc Dba Rol | NONE | $32,355 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $23,626 | not reported in the loaded dataset |
| Qdro Consultants | NONE | $300 | not reported in the loaded dataset |