United Federal Credit Union 401(K) Plan — Form 5500 plan (United Federal 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, United Federal Credit Union 401(K) Plan is a benefit plan reported by United Federal Credit Union under EIN 38-1393400 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,135 participants and $74,278,540 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Federal Credit Union
- EIN
- 38-1393400
- Plan number
- 002
- Plan type
- 2
- Location
- St. Joseph, MI
- Latest filing year
- 2023
- Participants
- 1,135
- End-of-year plan assets
- $74,278,540
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,135 | H, C | 20240809142717NAL0006488593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,278,540
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,278,540
- Net assets (BOY)
- $65,306,941
Income & contributions
- Employer contributions
- $3,081,000
- Participant contributions
- $2,963,498
- Total contributions
- $6,414,308
- Total income / additions
- $17,773,001
Expenses & distributions
- Benefits paid
- $8,606,655
- Administrative expenses
- $194,747
- Total expenses
- $8,801,402
- Net increase / (decrease)
- $8,971,599
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $105,617 | $0 | 2023 |
| Grove Point Advisors LLC | NONE | $32,845 | not reported in the loaded dataset | 2023 |
| Roland Criss & Williams Inc Dba Rol | NONE | $32,355 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $23,626 | not reported in the loaded dataset | 2023 |
| Qdro Consultants | NONE | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in St. Joseph, MI
- Empower Annuity Insurance Company — Schedule C compensation
- Grove Point Advisors LLC — Schedule C compensation
- Roland Criss & Williams Inc Dba Rol — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants — Schedule C compensation