Cofcu Cash Balance Defined Benefit Plan And Trust — Form 5500 plan (Central One Federal 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, Cofcu Cash Balance Defined Benefit Plan And Trust is a benefit plan reported by Central One Federal Credit Union under EIN 04-2158611 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $20,904,521 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Central One Federal Credit Union
EIN
04-2158611
Plan number
001
Plan type
2
Location
Shrewsbury, MA
Latest filing year
2023
Participants
144
End-of-year plan assets
$20,904,521

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20250508121846NAL0011947249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,904,521
Total liabilities (EOY)
$0
Net assets (EOY)
$20,904,521
Net assets (BOY)
$18,622,111

Income & contributions

Total contributions
$0
Total income / additions
$2,718,522

Expenses & distributions

Benefits paid
$398,019
Administrative expenses
$38,093
Total expenses
$436,112
Net increase / (decrease)
$2,282,410

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$24,749$02023

Related Form 5500 pages