Plan5500

Truliant Federal Credit Union Pension Plan — Form 5500 plan (Truliant 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, Truliant Federal Credit Union Pension Plan is a benefit plan reported by Truliant Federal Credit Union under EIN 56-0582032 and plan number 001. The latest loaded filing year is 2023. The filing reports 992 participants and $97,013,508 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Truliant Federal Credit Union
EIN
56-0582032
Plan number
001
Plan type
2
Location
Winston Salem, NC
Latest filing year
2023
Participants
992
End-of-year plan assets
$97,013,508

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023992H, C20250725161834NAL0003288131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$97,013,508
Total liabilities (EOY)
$0
Net assets (EOY)
$97,013,508
Net assets (BOY)
$80,711,136

Income & contributions

Total contributions
$0
Total income / additions
$17,729,175

Expenses & distributions

Benefits paid
$1,273,761
Administrative expenses
$153,042
Total expenses
$1,426,803
Net increase / (decrease)
$16,302,372

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$80,165$02023
Members Capital Advisors, Inc.NONE$72,877not reported in the loaded dataset2023

Related Form 5500 pages