2023 Form 5500 filing — Meriwest Credit Union Retirement 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 20241010111102NAL0039841218001) for Meriwest Credit Union Retirement Plan, reported by Meriwest Credit Union under EIN 94-1521987 and plan number 001. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010111102NAL0039841218001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meriwest Credit Union
- EIN
- 94-1521987
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,695,217
- Total liabilities (EOY)
- $44,510
- Net assets (EOY)
- $76,650,707
- Employer contributions
- $0
- Total income / additions
- $8,868,073
- Benefits paid
- $1,884,014
- Administrative expenses
- $491,507
- Total expenses
- $2,375,521
- Net increase / (decrease)
- $6,492,552
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $331,812 | not reported in the loaded dataset |
| John Hancock Retirement Plan Svcs | NONE | $105,198 | $0 |
| Miller, Kaplan, Arase & Co Llp | NONE | $18,000 | not reported in the loaded dataset |