Third Federal Savings Associate Stock Ownership Plan — Form 5500 plan (Third Federal Savings And Loan Association Of Cleveland)
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, Third Federal Savings Associate Stock Ownership Plan is a benefit plan reported by Third Federal Savings And Loan Association Of Cleveland under EIN 34-0573493 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,260 participants and $136,186,431 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Third Federal Savings And Loan Association Of Cleveland
- EIN
- 34-0573493
- Plan number
- 004
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,260 | H, C | 20241002125810NAL0008799665001 |
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)
- $136,186,431
- Total liabilities (EOY)
- $33,014,503
- Net assets (EOY)
- $103,171,928
- Net assets (BOY)
- $97,909,300
Income & contributions
- Employer contributions
- $3,535,924
- Total contributions
- $3,535,924
- Total income / additions
- $16,657,149
Expenses & distributions
- Benefits paid
- $6,479,285
- Administrative expenses
- $10,813
- Total expenses
- $9,284,150
- Net increase / (decrease)
- $7,372,999
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $10,813 | $0 | 2023 |