Royal Credit Union 401(K) Plan — Form 5500 plan (Royal 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, Royal Credit Union 401(K) Plan is a benefit plan reported by Royal Credit Union under EIN 39-6072970 and plan number 011. The latest loaded filing year is 2023. The filing reports 1,075 participants and $85,426,612 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Royal Credit Union
- EIN
- 39-6072970
- Plan number
- 011
- Plan type
- 2
- Location
- Eau Claire, WI
- Latest filing year
- 2023
- Participants
- 1,075
- End-of-year plan assets
- $85,426,612
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,075 | H, C | 20240920112805NAL0007418737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,426,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $85,426,612
- Net assets (BOY)
- $65,902,036
Income & contributions
- Employer contributions
- $3,310,742
- Participant contributions
- $5,981,798
- Total contributions
- $12,043,157
- Total income / additions
- $23,960,538
Expenses & distributions
- Benefits paid
- $4,868,165
- Administrative expenses
- $245,305
- Total expenses
- $5,113,470
- Net increase / (decrease)
- $18,847,068
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $143,641 | not reported in the loaded dataset | 2023 |
| Orgel Wealth Management | NONE | $101,664 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $18,834 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Royal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Eau Claire, WI
- Milliman, Inc. — Schedule C compensation
- Orgel Wealth Management — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation