2023 Form 5500 filing — Global Defined Benefit 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 20241010175919NAL0041120306001) for Global Defined Benefit Retirement Plan, reported by Global Federal Credit Union under EIN 92-0019874 and plan number 333. It reports 303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010175919NAL0041120306001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Global Federal Credit Union
- EIN
- 92-0019874
- Plan number
- 333
- Location
- Anchorage, AK
- Participants
- 303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $183,945,485
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $183,945,485
- Total income / additions
- $15,010,576
- Benefits paid
- $6,836,346
- Administrative expenses
- $360,565
- Total expenses
- $7,196,911
- Net increase / (decrease)
- $7,813,665
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Members Capital Advisors, Inc. | NONE | $186,499 | not reported in the loaded dataset |
| Cmfg Life Insurance Company | NONE | $174,066 | $0 |