Plan5500

Municipal Credit Union Defined Benefit Plan — Form 5500 plan (Municipal 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, Municipal Credit Union Defined Benefit Plan is a benefit plan reported by Municipal Credit Union under EIN 13-5261470 and plan number 001. The latest loaded filing year is 2023. The filing reports 742 participants and $169,416,864 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Municipal Credit Union
EIN
13-5261470
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
742
End-of-year plan assets
$169,416,864

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023742H, C20250415122416NAL0003312321001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$169,416,864
Total liabilities (EOY)
$21,431,296
Net assets (EOY)
$147,985,568
Net assets (BOY)
$162,361,021

Income & contributions

Total contributions
$0
Total income / additions
-$7,850,299

Expenses & distributions

Benefits paid
$4,626,184
Administrative expenses
$1,898,970
Total expenses
$6,525,154
Net increase / (decrease)
-$14,375,453

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINSTRATOR$788,592not reported in the loaded dataset2023
PmicoINVESTMENT ADVISORY$480,054not reported in the loaded dataset2023
Cmfg Life Insurance CompanyOTHER SERIVCES$444,261not reported in the loaded dataset2023
Principal Costodial SolutionsTRUSTEE$93,197not reported in the loaded dataset2023
Onedigital Investment AdvisorsINVESTMENT ADVISORY$21,250not reported in the loaded dataset2023

Related Form 5500 pages