Community First Credit Union Defined Benefit Plan And Trust — Form 5500 plan (Community First 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, Community First Credit Union Defined Benefit Plan And Trust is a benefit plan reported by Community First Credit Union under EIN 39-6264347 and plan number 001. The latest loaded filing year is 2023. The filing reports 633 participants and $78,390,019 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community First Credit Union
EIN
39-6264347
Plan number
001
Plan type
2
Location
Appleton, WI
Latest filing year
2023
Participants
633
End-of-year plan assets
$78,390,019

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023633H, C20241012161422NAL0024724337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$78,390,019
Total liabilities (EOY)
$0
Net assets (EOY)
$78,390,019
Net assets (BOY)
$76,312,139

Income & contributions

Total contributions
$0
Total income / additions
$6,739,542

Expenses & distributions

Benefits paid
$4,661,662
Administrative expenses
$0
Total expenses
$4,661,662
Net increase / (decrease)
$2,077,880

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$0$02023

Related Form 5500 pages