Plan5500

Vermont State Employees Credit Union Capital Accumulation Plan — Form 5500 plan (Vermont State Employees 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, Vermont State Employees Credit Union Capital Accumulation Plan is a benefit plan reported by Vermont State Employees Credit Union under EIN 03-0184985 and plan number 033. The latest loaded filing year is 2023. The filing reports 383 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants383Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
Plan sponsor
Vermont State Employees Credit Union
EIN
03-0184985
Plan number
033
Plan type
2
Location
Montpelier, VT
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    383 participants · 2Sch HSch C
    View filing →
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.

Money in vs. money out
Total income / additions$0
Total expenses$0
Benefits paid / distributions$0
Full reported line items

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$23,414,906

Income & contributions

Total contributions
$0
Total income / additions
$0

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$0
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Cmfg Life Insurance Company$0
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Vermont State Employees Credit Union Capital Accumulation Plan?
Vermont State Employees Credit Union Capital Accumulation Plan is reported as sponsored by Vermont State Employees Credit Union (EIN 03-0184985, plan number 033) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Vermont State Employees Credit Union Capital Accumulation Plan?
The latest Form 5500 filing year loaded for Vermont State Employees Credit Union Capital Accumulation Plan is 2023.
How many participants does Vermont State Employees Credit Union Capital Accumulation Plan report?
Vermont State Employees Credit Union Capital Accumulation Plan reports 383 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Vermont State Employees Credit Union Capital Accumulation Plan?
Vermont State Employees Credit Union Capital Accumulation Plan reports $0 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages