Telhio Credit Union, Inc. Retirement Savings Plan — Form 5500 plan (Telhio Credit Union. 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, Telhio Credit Union, Inc. Retirement Savings Plan is a benefit plan reported by Telhio Credit Union. Inc. under EIN 31-4154280 and plan number 002. The latest loaded filing year is 2023. The filing reports 294 participants and $19,701,579 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Telhio Credit Union. Inc.
- EIN
- 31-4154280
- Plan number
- 002
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $19,701,579
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20241011140057NAL0010994963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,701,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,701,579
- Net assets (BOY)
- $16,783,051
Income & contributions
- Employer contributions
- $846,217
- Participant contributions
- $1,170,517
- Total contributions
- $2,016,734
- Total income / additions
- $4,613,596
Expenses & distributions
- Benefits paid
- $1,675,465
- Administrative expenses
- $19,603
- Total expenses
- $1,695,068
- Net increase / (decrease)
- $2,918,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | SERVICE PROVIDER | $0 | $45,015 | 2023 |
| Trinity Pension Consultants | TPA | $0 | $8,852 | 2023 |
| Hammerman, Graf, Hughes | SERVICE PROVIDER | $5,995 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance And Annui | RECORD KEEPING | $605 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Telhio Credit Union. Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Ubs Financial Services, Inc. — Schedule C compensation
- Trinity Pension Consultants — Schedule C compensation
- Hammerman, Graf, Hughes — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation