American Eagle Financial Credit Union Incorporated Employee Savings Plan — Form 5500 plan (American Eagle Financial Credit Union Incorporated)
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, American Eagle Financial Credit Union Incorporated Employee Savings Plan is a benefit plan reported by American Eagle Financial Credit Union Incorporated under EIN 47-2559616 and plan number 003. The latest loaded filing year is 2023. The filing reports 461 participants and $63,362,712 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Eagle Financial Credit Union Incorporated
- EIN
- 47-2559616
- Plan number
- 003
- Plan type
- 2
- Location
- East Hartford, CT
- Latest filing year
- 2023
- Participants
- 461
- End-of-year plan assets
- $63,362,712
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 461 | H, C | 20240919080815NAL0009991344001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,362,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,362,712
- Net assets (BOY)
- $55,692,256
Income & contributions
- Employer contributions
- $2,231,107
- Participant contributions
- $1,898,512
- Total contributions
- $4,229,511
- Total income / additions
- $12,116,856
Expenses & distributions
- Benefits paid
- $4,252,626
- Administrative expenses
- $140,562
- Total expenses
- $4,446,400
- Net increase / (decrease)
- $7,670,456
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $105,270 | $0 | 2023 |
| Mercer (Us) Inc Mercer Investments | INVESTMENT ADVISOR | $35,292 | not reported in the loaded dataset | 2023 |