First Technology Credit Union Employees' Pension Plan — Form 5500 plan (First Tech 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 Technology Credit Union Employees' Pension Plan is a benefit plan reported by First Tech Federal Credit Union under EIN 23-7062675 and plan number 004. The latest loaded filing year is 2023. The filing reports 285 participants and $52,848,775 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Tech Federal Credit Union
- EIN
- 23-7062675
- Plan number
- 004
- Plan type
- 2
- Location
- Hillsboro, OR
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $52,848,775
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20240729193904NAL0019398433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,848,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,848,775
- Net assets (BOY)
- $48,016,880
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $5,955,325
Expenses & distributions
- Benefits paid
- $1,111,055
- Administrative expenses
- $12,375
- Total expenses
- $1,123,430
- Net increase / (decrease)
- $4,831,895
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $34,914 | not reported in the loaded dataset | 2023 |