Plan5500

Superior Choice Credit Union Cash Balance Defined Benefit Plan And Trust — Form 5500 plan (Superior Choice 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, Superior Choice Credit Union Cash Balance Defined Benefit Plan And Trust is a benefit plan reported by Superior Choice Credit Union under EIN 39-0906277 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $11,991,597 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Superior Choice Credit Union
EIN
39-0906277
Plan number
001
Plan type
2
Location
Superior, WI
Latest filing year
2023
Participants
185
End-of-year plan assets
$11,991,597

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20241018085645NAL0019125555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,991,597
Total liabilities (EOY)
$0
Net assets (EOY)
$11,991,597
Net assets (BOY)
$10,924,416

Income & contributions

Total contributions
$0
Total income / additions
$1,636,039

Expenses & distributions

Benefits paid
$508,591
Administrative expenses
$60,267
Total expenses
$568,858
Net increase / (decrease)
$1,067,181

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$58,214not reported in the loaded dataset2023
Trusteed Retirement ProgramNONE$2,053not reported in the loaded dataset2023

Related Form 5500 pages