United Nations Federal Credit Union Cash Balance Retirement Pension Plan — Form 5500 plan (United Nations 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, United Nations Federal Credit Union Cash Balance Retirement Pension Plan is a benefit plan reported by United Nations Federal Credit Union under EIN 13-1628594 and plan number 022. The latest loaded filing year is 2023. The filing reports 790 participants and $133,375,691 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Nations Federal Credit Union
- EIN
- 13-1628594
- Plan number
- 022
- Plan type
- 2
- Location
- Long Island, NY
- Latest filing year
- 2023
- Participants
- 790
- End-of-year plan assets
- $133,375,691
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 790 | H, C | 20240930150548NAL0011480242001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $133,375,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $133,375,691
- Net assets (BOY)
- $104,336,807
Income & contributions
- Employer contributions
- $15,000,000
- Total contributions
- $15,000,000
- Total income / additions
- $31,764,522
Expenses & distributions
- Benefits paid
- $2,428,569
- Administrative expenses
- $297,069
- Total expenses
- $2,725,638
- Net increase / (decrease)
- $29,038,884
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $276,740 | not reported in the loaded dataset | 2023 |
| Trusteed Retirement Program | NONE | $20,329 | not reported in the loaded dataset | 2023 |