2023 Form 5500 filing — Everwise Credit Union 401(K) 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 20241001164302NAL0012198176001) for Everwise Credit Union 401(K) Plan, reported by Everwise Credit Union under EIN 35-0702986 and plan number 002. It reports 879 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001164302NAL0012198176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Everwise Credit Union
- EIN
- 35-0702986
- Plan number
- 002
- Location
- South Bend, IN
- Participants
- 879
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,311,546
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,311,546
- Employer contributions
- $3,738,300
- Participant contributions
- $3,730,444
- Total income / additions
- $21,267,278
- Benefits paid
- $11,061,425
- Administrative expenses
- $173,462
- Total expenses
- $11,234,887
- Net increase / (decrease)
- $10,032,391
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $93,127 | $0 |
| Members Capital Advisors, Inc. | NONE | $80,335 | not reported in the loaded dataset |