Campus Usa Credit Union Retirement Plan — Form 5500 plan (Campus Usa 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, Campus Usa Credit Union Retirement Plan is a benefit plan reported by Campus Usa Credit Union under EIN 59-0637646 and plan number 001. The latest loaded filing year is 2023. The filing reports 375 participants and $50,613,405 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Campus Usa Credit Union
- EIN
- 59-0637646
- Plan number
- 001
- Plan type
- 2
- Location
- Gainesville, FL
- Latest filing year
- 2023
- Participants
- 375
- End-of-year plan assets
- $50,613,405
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20241007102241NAL0031469026001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,613,405
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,613,405
- Net assets (BOY)
- $43,972,783
Income & contributions
- Employer contributions
- $1,500,000
- Total contributions
- $1,500,000
- Total income / additions
- $10,048,687
Expenses & distributions
- Benefits paid
- $3,325,655
- Administrative expenses
- $82,410
- Total expenses
- $3,408,065
- Net increase / (decrease)
- $6,640,622
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $82,410 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |