2023 Form 5500 filing — United Nations Federal Credit Union Cash Balance 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 20240930150548NAL0011480242001) for United Nations Federal Credit Union Cash Balance Retirement Pension Plan, reported by United Nations Federal Credit Union under EIN 13-1628594 and plan number 022. It reports 790 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930150548NAL0011480242001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Nations Federal Credit Union
- EIN
- 13-1628594
- Plan number
- 022
- Location
- Long Island, NY
- Participants
- 790
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $133,375,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $133,375,691
- Employer contributions
- $15,000,000
- Total income / additions
- $31,764,522
- Benefits paid
- $2,428,569
- Administrative expenses
- $297,069
- Total expenses
- $2,725,638
- Net increase / (decrease)
- $29,038,884
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $276,740 | not reported in the loaded dataset |
| Trusteed Retirement Program | NONE | $20,329 | not reported in the loaded dataset |