2023 Form 5500 filing — Unify Financial Credit Union 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 20241002113410NAL0008719009001) for Unify Financial Credit Union Pension Plan, reported by Unify Financial Credit Union under EIN 34-6541032 and plan number 001. It reports 593 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002113410NAL0008719009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unify Financial Credit Union
- EIN
- 34-6541032
- Plan number
- 001
- Location
- Torrance, CA
- Participants
- 593
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,298,635
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,298,635
- Total income / additions
- $9,516,347
- Benefits paid
- $1,517,400
- Administrative expenses
- $407,339
- Total expenses
- $1,924,739
- Net increase / (decrease)
- $7,591,608
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inst Asset Mgmt Trust Co | INV MGMT | $350,411 | not reported in the loaded dataset |