Evergreen Credit Union Retirement Savings Plan — Form 5500 plan (Evergreen Credit Union)
Plain-English plan 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, Evergreen Credit Union Retirement Savings Plan is a benefit plan reported by Evergreen Credit Union under EIN 01-0216328 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $9,981,033 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evergreen Credit Union
- EIN
- 01-0216328
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, ME
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $9,981,033
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20240723071822NAL0010873265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,981,033
- Net assets (EOY)
- $9,981,033
- Net assets (BOY)
- $7,627,501
Income & contributions
- Employer contributions
- $460,768
- Participant contributions
- $497,678
- Total contributions
- $1,290,359
- Total income / additions
- $2,613,667
Expenses & distributions
- Benefits paid
- $259,535
- Administrative expenses
- $600
- Total expenses
- $260,135
- Net increase / (decrease)
- $2,353,532
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | RECORDKEEPER | $1,380 | $0 | 2023 |
| Third Party Administrators, Inc. | TPA | $1,050 | $0 | 2023 |