Who sponsors the Credit Union National Association, Inc. 401(K) Plan?

Credit Union National Association, Inc. 401(K) Plan is reported as sponsored by Credit Union National Association, Inc. (EIN 23-7065623, plan number 003) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Credit Union National Association, Inc. 401(K) Plan?

The latest Form 5500 filing year loaded for Credit Union National Association, Inc. 401(K) Plan is 2023.

How many participants does Credit Union National Association, Inc. 401(K) Plan report?

Credit Union National Association, Inc. 401(K) Plan reports 469 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Credit Union National Association, Inc. 401(K) Plan?

Credit Union National Association, Inc. 401(K) Plan reports $127,459,797 in end-of-year plan assets in its latest loaded Form 5500 filing.

Credit Union National Association, Inc. 401(K) Plan — Form 5500 plan (Credit Union National Association, Inc.)

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, Credit Union National Association, Inc. 401(K) Plan is a benefit plan reported by Credit Union National Association, Inc. under EIN 23-7065623 and plan number 003. The latest loaded filing year is 2023. The filing reports 469 participants and $127,459,797 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$127.5MPlan net assets, end of year$127,459,797

Participants469Covered participants reported

Assets / participant$271.8KComputed: assets ÷ participants$271,769 (computed)

Provider compensation$89.6K2 Schedule C provider row(s)$89,599

Plan sponsor: Credit Union National Association, Inc.
EIN: 23-7065623
Plan number: 003
Plan type: 2
Location: Madison, WI
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	469	H, C	20240827094641NAL0010444977001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$127.5M total assets

Net assets$127.5MLiabilities$0

Money in vs. money out

Total income / additions$27.1M

Total expenses$11.6M

Benefits paid / distributions$11.5M

Contributions

Employer$2.5M

Participant$3.4M

Full reported line items

Net assets

Total assets (EOY): $127,459,797
Total liabilities (EOY): $0
Net assets (EOY): $127,459,797
Net assets (BOY): $111,957,249

Income & contributions

Employer contributions: $2,524,941
Participant contributions: $3,418,050
Total contributions: $7,635,930
Total income / additions: $27,086,451

Expenses & distributions

Benefits paid: $11,494,304
Administrative expenses: $89,599
Total expenses: $11,583,903
Net increase / (decrease): $15,502,548

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

42%58%

Employer 42%Participant 58%

Total expenses ÷ net assets9%Computed ratio

Benefits paid ÷ total income42%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Cmfg Life Insurance Company	NONE	$70,091	$0	2023
Board Of Trustee Of Retirement Prog	NONE	$19,508	not reported in the loaded dataset	2023