Plan5500

Floridacentral Credit Union Cash Balance Retirement Pension Plan — Form 5500 plan (Floridacentral 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, Floridacentral Credit Union Cash Balance Retirement Pension Plan is a benefit plan reported by Floridacentral Credit Union under EIN 59-0857430 and plan number 022. The latest loaded filing year is 2023. The filing reports 164 participants and $18,003,034 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Floridacentral Credit Union
EIN
59-0857430
Plan number
022
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
164
End-of-year plan assets
$18,003,034

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20240729181656NAL0032788672001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,003,034
Total liabilities (EOY)
$0
Net assets (EOY)
$18,003,034
Net assets (BOY)
$16,066,760

Income & contributions

Total contributions
$0
Total income / additions
$2,438,946

Expenses & distributions

Benefits paid
$429,249
Administrative expenses
$73,423
Total expenses
$502,672
Net increase / (decrease)
$1,936,274

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$70,348not reported in the loaded dataset2023
Trusteed Retirement ProgramNONE$3,075not reported in the loaded dataset2023

Related Form 5500 pages