Centris Federal Credit Union 401(K) Plan — Form 5500 plan (Centris 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, Centris Federal Credit Union 401(K) Plan is a benefit plan reported by Centris Federal Credit Union under EIN 47-0376036 and plan number 003. The latest loaded filing year is 2023. The filing reports 341 participants and $16,329,969 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centris Federal Credit Union
- EIN
- 47-0376036
- Plan number
- 003
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 341
- End-of-year plan assets
- $16,329,969
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 341 | H, C | 20241230084337NAL0017083585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,329,969
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,329,969
- Net assets (BOY)
- $12,739,357
Income & contributions
- Employer contributions
- $698,129
- Participant contributions
- $1,246,766
- Total contributions
- $1,965,619
- Total income / additions
- $4,475,487
Expenses & distributions
- Benefits paid
- $786,703
- Administrative expenses
- $91,684
- Total expenses
- $884,875
- Net increase / (decrease)
- $3,590,612
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $91,684 | $0 | 2023 |
| Grove Point Advisors, LLC | INVESTMENT ADVISORY | $0 | $25,000 | 2023 |
| Roland Criss Fiduciary Services | CONSULTANT | $0 | $8,000 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Centris Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Principal Life Insurance Company — Schedule C compensation
- Grove Point Advisors, LLC — Schedule C compensation
- Roland Criss Fiduciary Services — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation