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, Cefcu Retirement Income Plan And Trust is a benefit plan reported by Citizens Equity First Credit Union under EIN 37-6028123 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,343 participants and $201,439,654 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $201,439,654
- Total liabilities (EOY)
- $4,198,817
- Net assets (EOY)
- $197,240,837
- Net assets (BOY)
- $195,360,729
Income & contributions
- Employer contributions
- $5,500,000
- Total contributions
- $5,500,000
- Total income / additions
- $25,255,903
Expenses & distributions
- Benefits paid
- $23,037,376
- Administrative expenses
- $338,419
- Total expenses
- $23,375,795
- Net increase / (decrease)
- $1,880,108