First Source Federal Credit Union Life Benefit Plan — Form 5500 plan (First Source 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, First Source Federal Credit Union Life Benefit Plan is a benefit plan reported by First Source Federal Credit Union under EIN 15-0535531 and plan number 503. The latest loaded filing year is 2023. The filing reports 221 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Source Federal Credit Union
- EIN
- 15-0535531
- Plan number
- 503
- Plan type
- 2
- Location
- New Hartford, NY
- Latest filing year
- 2023
How to read this plan profile
- Net assets = total assets minus total liabilities, end of year (Schedule H/I).
- Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
- Schedule chips (Sch H / I / C) show which schedules each filing includes.
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023No schedulesView filing →
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
No Schedule C service provider compensation is loaded for this plan yet.
Frequently asked questions
- Who sponsors the First Source Federal Credit Union Life Benefit Plan?
- First Source Federal Credit Union Life Benefit Plan is reported as sponsored by First Source Federal Credit Union (EIN 15-0535531, plan number 503) in public Form 5500 filings.
- What is the most recent Form 5500 filing year for First Source Federal Credit Union Life Benefit Plan?
- The latest Form 5500 filing year loaded for First Source Federal Credit Union Life Benefit Plan is 2023.
- How many participants does First Source Federal Credit Union Life Benefit Plan report?
- First Source Federal Credit Union Life Benefit Plan reports 221 participants in its latest loaded Form 5500 filing.
- What are the reported plan assets for First Source Federal Credit Union Life Benefit Plan?
- End-of-year plan assets for First Source Federal Credit Union Life Benefit Plan are not reported in the loaded dataset.
Form 5500 terms, in plain English
- Form 5500
- The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
- Schedule H
- The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
- Schedule I
- The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
- Schedule C
- Reports compensation paid to the plan’s service providers — both direct and indirect.
- Net assets
- Total assets minus total liabilities at the end of the year — what the plan holds for participants.
- Employer / participant contributions
- Money contributed to the plan by the employer and by participants during the year.
Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.