Landmark Credit Union Defined Benefit Plan And Trust — Form 5500 plan (Landmark 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, Landmark Credit Union Defined Benefit Plan And Trust is a benefit plan reported by Landmark Credit Union under EIN 39-0203995 and plan number 001. The latest loaded filing year is 2023. The filing reports 693 participants and $56,821,272 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Landmark Credit Union
EIN
39-0203995
Plan number
001
Plan type
2
Location
Brookfield, WI
Latest filing year
2023
Participants
693
End-of-year plan assets
$56,821,272

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023693H, C20241011094808NAL0022512945001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,821,272
Total liabilities (EOY)
$0
Net assets (EOY)
$56,821,272
Net assets (BOY)
$54,699,169

Income & contributions

Total contributions
$0
Total income / additions
$5,791,983

Expenses & distributions

Benefits paid
$3,501,825
Administrative expenses
$168,055
Total expenses
$3,669,880
Net increase / (decrease)
$2,122,103

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement SrvcsRETAINED BY EMPLOYER$101,527$02023

Related Form 5500 pages