2023 Form 5500 filing — Credit Human Federal 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 20241003164001NAL0010916433001) for Credit Human Federal Credit Union 401(K) Plan, reported by Credit Human Federal Credit Union under EIN 74-0956027 and plan number 002. It reports 878 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003164001NAL0010916433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Credit Human Federal Credit Union
- EIN
- 74-0956027
- Plan number
- 002
- Location
- San Antonio, TX
- Participants
- 878
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,542,141
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,542,141
- Participant contributions
- $1,934,783
- Total income / additions
- $6,557,312
- Benefits paid
- $3,832,948
- Administrative expenses
- $7,168
- Total expenses
- $3,840,116
- Net increase / (decrease)
- $2,717,196
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab Bank | NONE | $0 | $11,991 |
| Milliman, Inc. | NONE | $7,168 | not reported in the loaded dataset |