Meritrust Credit Union 401(K) Plan — Form 5500 plan (Meritrust 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, Meritrust Credit Union 401(K) Plan is a benefit plan reported by Meritrust Federal Credit Union under EIN 48-0570799 and plan number 002. The latest loaded filing year is 2023. The filing reports 499 participants and $32,770,064 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Meritrust Federal Credit Union
- EIN
- 48-0570799
- Plan number
- 002
- Plan type
- 2
- Location
- Wichita, KS
- Latest filing year
- 2023
- Participants
- 499
- End-of-year plan assets
- $32,770,064
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 499 | H, C | 20241004130010NAL0019654560001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,770,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,770,064
- Net assets (BOY)
- $26,223,949
Income & contributions
- Employer contributions
- $1,322,536
- Participant contributions
- $1,727,314
- Total contributions
- $4,583,388
- Total income / additions
- $9,125,210
Expenses & distributions
- Benefits paid
- $2,520,336
- Administrative expenses
- $58,759
- Total expenses
- $2,579,095
- Net increase / (decrease)
- $6,546,115
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Erisa Services Midwest LLC | SERVICE PROVIDER | $22,465 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $14,041 | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $14,041 | 2023 |
| Erisa Services Midwest, LLC | TPA | $0 | $13,570 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $6,209 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Meritrust Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Wichita, KS
- Erisa Services Midwest LLC — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation
- Morningstar — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation