2023 Form 5500 filing — Rogue Credit Union Capital Accumulation 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 20241015140209NAL0014784771001) for Rogue Credit Union Capital Accumulation Plan, reported by Rogue Credit Union under EIN 93-0491115 and plan number 033. It reports 750 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140209NAL0014784771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rogue Credit Union
- EIN
- 93-0491115
- Plan number
- 033
- Location
- Medford, OR
- Participants
- 750
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,291,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,291,552
- Employer contributions
- $1,962,526
- Participant contributions
- $2,564,096
- Total income / additions
- $11,027,086
- Benefits paid
- $4,409,323
- Administrative expenses
- $30,364
- Total expenses
- $4,471,537
- Net increase / (decrease)
- $6,555,549
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $31,784 | $0 |
| Freedom Fiduciaries LLC | INVESTMENT ADVISOR | $17,530 | not reported in the loaded dataset |
| 3 38 Investment Fiduciaries Inc | INVESTMENT ADVISOR | $5,297 | not reported in the loaded dataset |