Everwise Credit Union Group Life And Disability 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 Group Life And Disability Plan is a benefit plan reported by Everwise Credit Union under EIN 35-0702986 and plan number 502. The latest loaded filing year is 2023. The filing reports 733 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)Not reported
Participants733Covered participants reported
Assets / participantNot reported
Provider compensation$54.2K2 Schedule C provider row(s)$54,161
- Plan sponsor
- Everwise Credit Union
- EIN
- 35-0702986
- Plan number
- 502
- Plan type
- 2
- Location
- South Bend, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 733 | C | 20240716141922NAL0003253265001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sun Life Assurance Company | PLAN ADMINISTRATOR | $51,461 | not reported in the loaded dataset | 2023 |
| Icul Services | BROKER | $2,700 | not reported in the loaded dataset | 2023 |