2023 Form 5500 filing — America First 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 20241009141017NAL0031519712001) for America First Credit Union Pension Plan, reported by America First Credit Union under EIN 87-0216202 and plan number 001. It reports 3,504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009141017NAL0031519712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- America First Credit Union
- EIN
- 87-0216202
- Plan number
- 001
- Location
- Riverdale, UT
- Participants
- 3,504
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $547,334,141
- Total liabilities (EOY)
- $85,273
- Net assets (EOY)
- $547,248,868
- Employer contributions
- $10,000,000
- Total income / additions
- $70,606,118
- Benefits paid
- $7,881,934
- Administrative expenses
- $2,085,522
- Total expenses
- $9,967,456
- Net increase / (decrease)
- $60,638,662
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $1,477,315 | not reported in the loaded dataset |
| Roy & Associates | ACTUARIAL | $185,184 | not reported in the loaded dataset |
| First State Trust Co. | TRUSTEE | $104,577 | not reported in the loaded dataset |