Credit Union National Association Inc. Retirement Pension 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. Retirement Pension Plan is a benefit plan reported by Credit Union National Association Inc. under EIN 23-7065623 and plan number 022. The latest loaded filing year is 2023. The filing reports 199 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$0Plan net assets, end of year
Participants199Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$6.5K2 Schedule C provider row(s)$6,490
- Plan sponsor
- Credit Union National Association Inc.
- EIN
- 23-7065623
- Plan number
- 022
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20240416121659NAL0000724656001 |
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.
Full reported line items
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $22,971,448
Income & contributions
- Total contributions
- $0
- Total income / additions
- $369,847
Expenses & distributions
- Benefits paid
- $23,334,804
- Administrative expenses
- $6,491
- Total expenses
- $23,341,295
- Net increase / (decrease)
- -$22,971,448
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $3,245 | $0 | 2023 |
| Members Capital Advisors, Inc. | NONE | $3,245 | not reported in the loaded dataset | 2023 |