2023 Form 5500 filing — Silver State Schools Credit Union Defined Benefit 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 20241002161443NAL0005013907001) for Silver State Schools Credit Union Defined Benefit Plan, reported by Silver State Schools Credit Union under EIN 88-0062898 and plan number 001. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20.3MReported net assets$20,319,976
Participants229
Provider compensation$133.2K2 Schedule C row(s)$133,189
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002161443NAL0005013907001
Plan sponsor
Silver State Schools Credit Union
EIN
88-0062898
Plan number
001
Location
Las Vegas, NV
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$20.3M total assets
Net assets$20.3MLiabilities$0
Money in vs. money out
Total income / additions$670.9K
Total expenses$1.2M
Benefits paid / distributions$1.1M
Full reported line items
Total assets (EOY)
$20,319,976
Total liabilities (EOY)
$0
Net assets (EOY)
$20,319,976
Total income / additions
$670,851
Benefits paid
$1,111,056
Administrative expenses
$82,209
Total expenses
$1,193,265
Net increase / (decrease)
-$522,414

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$82,209$0
Global Retirement Partners LLCINVESTMENT ADVISORY$0$50,980

Related Form 5500 pages