Plan5500

Securityplus Federal Credit Union Retirement Pension Plan — Form 5500 plan (Securityplus 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, Securityplus Federal Credit Union Retirement Pension Plan is a benefit plan reported by Securityplus Federal Credit Union under EIN 52-0584127 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $31,386,484 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Securityplus Federal Credit Union
EIN
52-0584127
Plan number
001
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
Participants
204
End-of-year plan assets
$31,386,484

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023204H, C20241015082848NAL0015986963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,386,484
Total liabilities (EOY)
$0
Net assets (EOY)
$31,386,484
Net assets (BOY)
$27,673,796

Income & contributions

Total contributions
$0
Total income / additions
$4,231,907

Expenses & distributions

Benefits paid
$412,178
Administrative expenses
$107,041
Total expenses
$519,219
Net increase / (decrease)
$3,712,688

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$101,704not reported in the loaded dataset2023
Trusteed Retirement ProgramNONE$5,337not reported in the loaded dataset2023

Related Form 5500 pages