Max Credit Union Welfare Benefits Plan — Form 5500 plan (Max 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, Max Credit Union Welfare Benefits Plan is a benefit plan reported by Max Credit Union under EIN 36-4618706 and plan number 503. The latest loaded filing year is 2023. The filing reports 311 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
Participants311Covered participants reported
Assets / participantNot reported
Provider compensation$357.3K4 Schedule C provider row(s)$357,259
- Plan sponsor
- Max Credit Union
- EIN
- 36-4618706
- Plan number
- 503
- Plan type
- 2
- Location
- Montgomery, AL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | C | 20240603112540NAL0018262865001 |
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 |
|---|---|---|---|---|
| Blue Cross And Blue Shield Of Al | HEALTH AND DENTAL ADMIN | $255,598 | $3,014 | 2023 |
| Directrx Solutions | RX FEES | $50,891 | not reported in the loaded dataset | 2023 |
| Intercept Health | TPA FEES | $42,936 | not reported in the loaded dataset | 2023 |
| Alliance Insurance Group, LLC | FSA/HRA ADMIN | $4,820 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Max Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Montgomery, AL
- Blue Cross And Blue Shield Of Al — Schedule C compensation
- Directrx Solutions — Schedule C compensation
- Intercept Health — Schedule C compensation
- Alliance Insurance Group, LLC — Schedule C compensation