Plan5500

The People'S Credit Union Defined Benefit Plan And Trust — Form 5500 plan (The People'S 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, The People'S Credit Union Defined Benefit Plan And Trust is a benefit plan reported by The People'S Credit Union under EIN 05-0198580 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $14,057,155 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The People'S Credit Union
EIN
05-0198580
Plan number
001
Plan type
2
Location
Middletown, RI
Latest filing year
2023
Participants
131
End-of-year plan assets
$14,057,155

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023131H, C20240724162949NAL0008412227001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,057,155
Total liabilities (EOY)
$0
Net assets (EOY)
$14,057,155
Net assets (BOY)
$13,014,707

Income & contributions

Total contributions
$0
Total income / additions
$1,352,763

Expenses & distributions

Benefits paid
$178,069
Administrative expenses
$132,246
Total expenses
$310,315
Net increase / (decrease)
$1,042,448

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyNONE$93,685not reported in the loaded dataset2023
The Angell Pension Group, Inc.NONE$15,496not reported in the loaded dataset2023
Matrix TrustNONE$10,489$02023

Related Form 5500 pages