2023 Form 5500 filing — Cccu Post Retirement Savings 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 20250321133428NAL0004387475001) for Cccu Post Retirement Savings Plan, reported by City & County Credit Union under EIN 41-0191495 and plan number 003. It reports 165 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)$9MReported net assets$9,039,061
Participants165
Provider compensation$56.2K3 Schedule C row(s)$56,247
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250321133428NAL0004387475001
Plan sponsor
City & County Credit Union
EIN
41-0191495
Plan number
003
Location
St. Paul, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$9M total assets
Net assets$9MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$178.8K
Participant$537.9K
Full reported line items
Total assets (EOY)
$9,039,061
Total liabilities (EOY)
$0
Net assets (EOY)
$9,039,061
Employer contributions
$178,766
Participant contributions
$537,949
Total income / additions
$2,042,558
Benefits paid
$1,273,998
Administrative expenses
$36,057
Total expenses
$1,310,055
Net increase / (decrease)
$732,503
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTACT ADMINISTRATOR · Direct $35.8K
  2. 2
    INVESTMENT ADVISOR · Direct $0 · Indirect $12K
  3. 3
    INVESTMENT ADVISOR · Direct $0 · Indirect $8.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250321133428NAL0004387475001 cover?
It is the 2023 Form 5500 filing for Cccu Post Retirement Savings Plan, reported by City & County Credit Union (EIN 41-0191495).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages