2023 Form 5500 filing — Whatcom Educational 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 20240926191523NAL0000595907001) for Whatcom Educational Credit Union Retirement Plan, reported by Whatcom Educational Credit Union under EIN 91-0712539 and plan number 002. It reports 583 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926191523NAL0000595907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whatcom Educational Credit Union
- EIN
- 91-0712539
- Plan number
- 002
- Location
- Bellingham, WA
- Participants
- 583
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,162,316
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,162,316
- Employer contributions
- $2,774,297
- Participant contributions
- $2,230,780
- Total income / additions
- $15,095,977
- Benefits paid
- $2,283,602
- Administrative expenses
- $119,181
- Total expenses
- $2,402,783
- Net increase / (decrease)
- $12,693,194
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alera Investment Advisors LLC | ADVISOR | $66,087 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $53,094 | $0 |