2023 Form 5500 filing — Meritrust Federal 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 20240923140552NAL0015533904001) for Meritrust Federal Credit Union Retirement Plan, reported by Meritrust Federal Credit Union under EIN 48-0570799 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923140552NAL0015533904001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meritrust Federal Credit Union
- EIN
- 48-0570799
- Plan number
- 001
- Location
- Wichita, KS
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,279,464
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,279,464
- Total income / additions
- $1,011,315
- Benefits paid
- $9,010,407
- Administrative expenses
- $3,310
- Total expenses
- $9,013,717
- Net increase / (decrease)
- -$8,002,402
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $18,120 |
| Morningstar | SERVICE PROVIDER | $0 | $12,080 |
| Erisa Services Midwest, LLC | THIRD PARTY ADMINISTRATO | $0 | $6,847 |