2023 Form 5500 filing — Landmark Credit Union Defined Benefit Plan And Trust
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 20241011094808NAL0022512945001) for Landmark Credit Union Defined Benefit Plan And Trust, reported by Landmark Credit Union under EIN 39-0203995 and plan number 001. It reports 693 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011094808NAL0022512945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Landmark Credit Union
- EIN
- 39-0203995
- Plan number
- 001
- Location
- Brookfield, WI
- Participants
- 693
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,821,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,821,272
- Total income / additions
- $5,791,983
- Benefits paid
- $3,501,825
- Administrative expenses
- $168,055
- Total expenses
- $3,669,880
- Net increase / (decrease)
- $2,122,103
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Srvcs | RETAINED BY EMPLOYER | $101,527 | $0 |