Plan5500

Bethpage Federal Credit Union Pension Plan — Form 5500 plan (Bethpage 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, Bethpage Federal Credit Union Pension Plan is a benefit plan reported by Bethpage Federal Credit Union under EIN 11-1525965 and plan number 001. The latest loaded filing year is 2023. The filing reports 577 participants and $105,271,520 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bethpage Federal Credit Union
EIN
11-1525965
Plan number
001
Plan type
2
Location
Bethpage, NY
Latest filing year
2023
Participants
577
End-of-year plan assets
$105,271,520

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023577H, C20241008165624NAL0018027905001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$105,271,520
Total liabilities (EOY)
$0
Net assets (EOY)
$105,271,520
Net assets (BOY)
$97,726,534

Income & contributions

Total contributions
$0
Total income / additions
$10,694,831

Expenses & distributions

Benefits paid
$2,995,476
Administrative expenses
$154,369
Total expenses
$3,149,845
Net increase / (decrease)
$7,544,986

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Charles SchwabNONE$75,201not reported in the loaded dataset2023
First State Trust CompanyNONE$54,342$02023
Capital OneNONE$24,826not reported in the loaded dataset2023

Related Form 5500 pages