2023 Form 5500 filing — State Department Federal Credit Union Defined Benefit Pension 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 20241015180748NAL0029339953001) for State Department Federal Credit Union Defined Benefit Pension Plan And Trust, reported by State Department Fcu under EIN 53-0197045 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$78.7MReported net assets$78,684,022
Participants207
Provider compensation$239.5K2 Schedule C row(s)$239,473
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015180748NAL0029339953001
- Plan sponsor
- State Department Fcu
- EIN
- 53-0197045
- Plan number
- 001
- Location
- Alexandria, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$78.7M total assets
Net assets$78.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $78,684,022
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,684,022
- Total income / additions
- $10,052,450
- Benefits paid
- $1,396,141
- Administrative expenses
- $239,473
- Total expenses
- $1,635,614
- Net increase / (decrease)
- $8,416,836
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Trust Company | TRUSTEE | $155,500 | not reported in the loaded dataset |
| H Beck Inc | NONE | $83,973 | not reported in the loaded dataset |