Plan5500

2023 Form 5500 filing — Marine 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 20241011155741NAL0011150547001) for Marine Credit Union 401(K) Plan, reported by Marine Credit Union under EIN 39-0827305 and plan number 002. It reports 648 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011155741NAL0011150547001
Filing year
2023
Form type
2
Plan sponsor
Marine Credit Union
EIN
39-0827305
Plan number
002
Location
La Crosse, WI
Participants
648
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$32,389,599
Total liabilities (EOY)
$0
Net assets (EOY)
$32,389,599
Employer contributions
$1,025,509
Participant contributions
$2,516,663
Total income / additions
$9,349,836
Benefits paid
$2,701,489
Administrative expenses
$104,456
Total expenses
$2,858,849
Net increase / (decrease)
$6,490,987
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Grove Point Investments LLCINVESTMENT ADVISOR$33,753not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$23,129$0
Grove Point Financial, LLCNONE$13,662not reported in the loaded dataset
The Standard Insurance CompanyNONE$13,357$0
Cliftonlarsonallen LlpAUDITOR$10,494not reported in the loaded dataset
Roland CrissNONE$8,220not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$1,841not reported in the loaded dataset
Thomas R Mclaughlin Dba TrmsolutionINVESTMENT ADVISOR$0not reported in the loaded dataset

Related Form 5500 pages