Plan5500

Suffolk Federal Credit Union And Credit Union Services LLC Cash Balance Retirement Pension Plan — Form 5500 plan (Suffolk 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, Suffolk Federal Credit Union And Credit Union Services LLC Cash Balance Retirement Pension Plan is a benefit plan reported by Suffolk Credit Union under EIN 11-2200411 and plan number 022. The latest loaded filing year is 2023. The filing reports 123 participants and $11,836,157 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Suffolk Credit Union
EIN
11-2200411
Plan number
022
Plan type
2
Location
Medford, NY
Latest filing year
2023
Participants
123
End-of-year plan assets
$11,836,157

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023123H, C20241015072547NAL0014192387001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,836,157
Total liabilities (EOY)
$0
Net assets (EOY)
$11,836,157
Net assets (BOY)
$11,694,320

Income & contributions

Total contributions
$0
Total income / additions
$796,870

Expenses & distributions

Benefits paid
$592,021
Administrative expenses
$63,012
Total expenses
$655,033
Net increase / (decrease)
$141,837

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Pension AdvisorsNONE$25,616not reported in the loaded dataset2023
Sentinel Benefits Group, LLCNONE$25,588not reported in the loaded dataset2023

Related Form 5500 pages