2023 Form 5500 filing — Retirement Plan For Employees Of Boeing Employees' Credit Union
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 20241011180340NAL0011255267001) for Retirement Plan For Employees Of Boeing Employees' Credit Union, reported by Boeing Employees' Credit Union under EIN 91-0219435 and plan number 001. It reports 3,098 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011180340NAL0011255267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boeing Employees' Credit Union
- EIN
- 91-0219435
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 3,098
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $391,541,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $391,541,849
- Total income / additions
- $44,454,933
- Benefits paid
- $11,270,932
- Administrative expenses
- $1,447,228
- Total expenses
- $12,718,160
- Net increase / (decrease)
- $31,736,773
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blackrock Institutional Trust Co | INVESTMENT MANAGER | $588,428 | not reported in the loaded dataset |
| Mercer | ACTUARY/RECKEEPER | $376,436 | not reported in the loaded dataset |
| Ubs Financial Services Inc. | INVESTMENT MANAGER | $115,360 | not reported in the loaded dataset |
| Bny Mellon | TRUSTEE | $69,596 | not reported in the loaded dataset |