2023 Form 5500 filing — Shell Federal Credit Union Retirement Pension 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 20240919140714NAL0012837346001) for Shell Federal Credit Union Retirement Pension Plan, reported by Shell Federal Credit Union under EIN 74-1132577 and plan number 022. It reports 464 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$42.4MReported net assets$42,352,618
Participants464
Provider compensation$135.5K2 Schedule C row(s)$135,517
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240919140714NAL0012837346001
- Plan sponsor
- Shell Federal Credit Union
- EIN
- 74-1132577
- Plan number
- 022
- Location
- Deer Park, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$42.4M total assets
Net assets$42.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $42,352,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,352,618
- Employer contributions
- $3,109,870
- Total income / additions
- $8,662,557
- Benefits paid
- $318,320
- Administrative expenses
- $135,517
- Total expenses
- $453,837
- Net increase / (decrease)
- $8,208,720
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $128,727 | not reported in the loaded dataset |
| Trusteed Retirement Program | NONE | $6,790 | not reported in the loaded dataset |