Everwise Credit Union 401(K) Plan — Form 5500 plan (Everwise Credit Union)
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, Everwise Credit Union 401(K) Plan is a benefit plan reported by Everwise Credit Union under EIN 35-0702986 and plan number 002. The latest loaded filing year is 2023. The filing reports 879 participants and $91,311,546 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Everwise Credit Union
- EIN
- 35-0702986
- Plan number
- 002
- Plan type
- 2
- Location
- South Bend, IN
- Latest filing year
- 2023
- Participants
- 879
- End-of-year plan assets
- $91,311,546
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 879 | H, C | 20241001164302NAL0012198176001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $91,311,546
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,311,546
- Net assets (BOY)
- $81,279,155
Income & contributions
- Employer contributions
- $3,738,300
- Participant contributions
- $3,730,444
- Total contributions
- $7,913,625
- Total income / additions
- $21,267,278
Expenses & distributions
- Benefits paid
- $11,061,425
- Administrative expenses
- $173,462
- Total expenses
- $11,234,887
- Net increase / (decrease)
- $10,032,391
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $93,127 | $0 | 2023 |
| Members Capital Advisors, Inc. | NONE | $80,335 | not reported in the loaded dataset | 2023 |