Esl Federal Credit Union Pension Plan — Form 5500 plan (Esl 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, Esl Federal Credit Union Pension Plan is a benefit plan reported by Esl Federal Credit Union under EIN 16-1490324 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,037 participants and $10,067,100 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Esl Federal Credit Union
- EIN
- 16-1490324
- Plan number
- 002
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 1,037
- End-of-year plan assets
- $10,067,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,037 | H, C | 20241010125859NAL0010002211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,067,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,067,100
- Net assets (BOY)
- $33,796,542
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $1,399,611
Expenses & distributions
- Benefits paid
- $23,704,667
- Administrative expenses
- $1,424,386
- Total expenses
- $25,129,053
- Net increase / (decrease)
- -$23,729,442
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pricewaterhousecoopers Llp | NONE | $173,050 | not reported in the loaded dataset | 2023 |
| Cobblestone Capital Advisors LLC | NONE | $103,214 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $28,992 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $145 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Esl Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Pricewaterhousecoopers Llp — Schedule C compensation
- Cobblestone Capital Advisors LLC — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation