Plan5500

Philadelphia Federal Credit Union Defined Benefit Plan And Trust — Form 5500 plan (Philadelphia 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, Philadelphia Federal Credit Union Defined Benefit Plan And Trust is a benefit plan reported by Philadelphia Federal Credit Union under EIN 23-1502500 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $99,345,555 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Philadelphia Federal Credit Union
EIN
23-1502500
Plan number
001
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
286
End-of-year plan assets
$99,345,555

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023286H, C20241010122127NAL0034018592001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$99,345,555
Total liabilities (EOY)
$0
Net assets (EOY)
$99,345,555
Net assets (BOY)
$89,368,326

Income & contributions

Total contributions
$0
Total income / additions
$12,351,898

Expenses & distributions

Benefits paid
$2,150,809
Administrative expenses
$223,860
Total expenses
$2,374,669
Net increase / (decrease)
$9,977,229

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$149,240$02023
Members Capital Advisors, Inc.NONE$74,620not reported in the loaded dataset2023

Related Form 5500 pages