Triangle Credit Union Cash Balance Defined Benefit Plan And Trust — Form 5500 plan (Triangle 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, Triangle Credit Union Cash Balance Defined Benefit Plan And Trust is a benefit plan reported by Triangle Credit Union under EIN 02-0223137 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $10,777,465 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.8MPlan net assets, end of year$10,777,465
Participants173Covered participants reported
Assets / participant$62.3KComputed: assets ÷ participants$62,297 (computed)
Provider compensation$34.4K1 Schedule C provider row(s)$34,442
- Plan sponsor
- Triangle Credit Union
- EIN
- 02-0223137
- Plan number
- 001
- Plan type
- 2
- Location
- Nashua, NH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20241015085255NAL0029063825001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$10.8M total assets
Net assets$10.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,777,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,777,465
- Net assets (BOY)
- $10,763,731
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,270,131
Expenses & distributions
- Benefits paid
- $1,221,955
- Administrative expenses
- $34,442
- Total expenses
- $1,256,397
- Net increase / (decrease)
- $13,734
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income96%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $34,442 | $0 | 2023 |