2023 Form 5500 filing — Oregonians 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 20240906153649NAL0000684195001) for Oregonians Credit Union Retirement Plan, reported by Oregonians Credit Union under EIN 93-0241933 and plan number 003. It reports 92 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240906153649NAL0000684195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oregonians Credit Union
- EIN
- 93-0241933
- Plan number
- 003
- Location
- Milwaukie, OR
- Participants
- 92
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,708,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,708,298
- Employer contributions
- $163,837
- Participant contributions
- $252,606
- Total income / additions
- $1,289,550
- Benefits paid
- $555,523
- Administrative expenses
- $28,552
- Total expenses
- $584,075
- Net increase / (decrease)
- $705,475
- Schedule source
- Schedule I