2023 Form 5500 filing — Eastman Credit Union 401(K) Investment 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 20240903151816NAL0010634147001) for Eastman Credit Union 401(K) Investment Plan, reported by Eastman Credit Union under EIN 62-6039479 and plan number 002. It reports 1,112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903151816NAL0010634147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eastman Credit Union
- EIN
- 62-6039479
- Plan number
- 002
- Location
- Kingsport, TN
- Participants
- 1,112
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $124,543,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $124,543,392
- Employer contributions
- $5,352,252
- Participant contributions
- $5,063,041
- Total income / additions
- $29,318,673
- Benefits paid
- $6,815,757
- Administrative expenses
- $41,300
- Total expenses
- $6,884,316
- Net increase / (decrease)
- $22,434,357
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group Inc | N/A | $41,300 | not reported in the loaded dataset |