2023 Form 5500 filing — Oneaz 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 20241010173610NAL0011787683001) for Oneaz Credit Union 401(K) Plan, reported by Oneaz Credit Union under EIN 86-0108770 and plan number 002. It reports 747 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)$48.6MReported net assets$48,572,979
Participants747
Provider compensation$87.2K2 Schedule C row(s)$87,157
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010173610NAL0011787683001
- Plan sponsor
- Oneaz Credit Union
- EIN
- 86-0108770
- Plan number
- 002
- Location
- Phoenix, AZ
- 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)$48.6M total assets
Net assets$48.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $48,572,979
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,572,979
- Employer contributions
- $2,252,820
- Participant contributions
- $3,629,392
- Total income / additions
- $14,956,226
- Benefits paid
- $4,691,770
- Administrative expenses
- $87,157
- Total expenses
- $4,779,363
- Net increase / (decrease)
- $10,176,863
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $87,157 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |