Belco Community Credit Union Cash Balance Defined Benefit Plan And Trust — Form 5500 plan (Belco Community 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, Belco Community Credit Union Cash Balance Defined Benefit Plan And Trust is a benefit plan reported by Belco Community Credit Union under EIN 23-1445884 and plan number 001. The latest loaded filing year is 2023. The filing reports 302 participants and $38,220,025 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Belco Community Credit Union
EIN
23-1445884
Plan number
001
Plan type
2
Location
Harrisburg, PA
Latest filing year
2023
Participants
302
End-of-year plan assets
$38,220,025

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023302H, C20241011145549NAL0037295584001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,220,025
Total liabilities (EOY)
$0
Net assets (EOY)
$38,220,025
Net assets (BOY)
$34,537,968

Income & contributions

Total contributions
$0
Total income / additions
$4,012,616

Expenses & distributions

Benefits paid
$228,124
Administrative expenses
$102,435
Total expenses
$330,559
Net increase / (decrease)
$3,682,057

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$73,168$02023
Members Capital Advisors, Inc.NONE$29,267not reported in the loaded dataset2023

Related Form 5500 pages