2023 Form 5500 filing — Superior Choice Credit Union Cash Balance 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 20241018085645NAL0019125555001) for Superior Choice Credit Union Cash Balance Defined Benefit Plan And Trust, reported by Superior Choice Credit Union under EIN 39-0906277 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241018085645NAL0019125555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Superior Choice Credit Union
- EIN
- 39-0906277
- Plan number
- 001
- Location
- Superior, WI
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,991,597
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,991,597
- Total income / additions
- $1,636,039
- Benefits paid
- $508,591
- Administrative expenses
- $60,267
- Total expenses
- $568,858
- Net increase / (decrease)
- $1,067,181
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $58,214 | not reported in the loaded dataset |
| Trusteed Retirement Program | NONE | $2,053 | not reported in the loaded dataset |