Teachers Federal Credit Union Cash Or Deferred Compensation Plan — Form 5500 plan (Teachers 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, Teachers Federal Credit Union Cash Or Deferred Compensation Plan is a benefit plan reported by Teachers Federal Credit Union under EIN 11-1751016 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,117 participants and $66,442,590 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Teachers Federal Credit Union
EIN
11-1751016
Plan number
001
Plan type
2
Location
Hauppauge, NY
Latest filing year
2023
Participants
1,117
End-of-year plan assets
$66,442,590

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,117H, C20241011141344NAL0012579059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,442,590
Total liabilities (EOY)
$0
Net assets (EOY)
$66,442,590
Net assets (BOY)
$55,171,539

Income & contributions

Employer contributions
$1,244,779
Participant contributions
$4,387,586
Total contributions
$6,277,879
Total income / additions
$16,186,192

Expenses & distributions

Benefits paid
$4,775,405
Administrative expenses
$139,736
Total expenses
$4,915,141
Net increase / (decrease)
$11,271,051

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$139,736$02023

Related Form 5500 pages