Seven Seventeen Credit Union, Inc 401(K) Savings Plan For Union Employees — Form 5500 plan (Seven Seventeen 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, Seven Seventeen Credit Union, Inc 401(K) Savings Plan For Union Employees is a benefit plan reported by Seven Seventeen Credit Union, Inc. under EIN 34-0825325 and plan number 002. The latest loaded filing year is 2023. The filing reports 275 participants and $15,245,526 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Seven Seventeen Credit Union, Inc.
EIN
34-0825325
Plan number
002
Plan type
2
Location
Warren, OH
Latest filing year
2023
Participants
275
End-of-year plan assets
$15,245,526

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023275H, C20241015144547NAL0028809329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,245,526
Total liabilities (EOY)
$0
Net assets (EOY)
$15,245,526
Net assets (BOY)
$13,279,046

Income & contributions

Employer contributions
$1,013,608
Participant contributions
$534,359
Total contributions
$1,564,716
Total income / additions
$3,905,765

Expenses & distributions

Benefits paid
$1,488,525
Administrative expenses
$22,415
Total expenses
$1,522,307
Net increase / (decrease)
$2,383,458

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$20,983$02023

Related Form 5500 pages