Plan5500

Commonwealth Credit Union Pension Plan — Form 5500 plan (Commonwealth 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, Commonwealth Credit Union Pension Plan is a benefit plan reported by Commonwealth Credit Union under EIN 61-0671028 and plan number 003. The latest loaded filing year is 2023. The filing reports 232 participants and $55,661,055 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Commonwealth Credit Union
EIN
61-0671028
Plan number
003
Plan type
2
Location
Frankfort, KY
Latest filing year
2023
Participants
232
End-of-year plan assets
$55,661,055

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20241003155627NAL0010843089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,661,055
Total liabilities (EOY)
$0
Net assets (EOY)
$55,661,055
Net assets (BOY)
$49,003,439

Income & contributions

Total contributions
$0
Total income / additions
$7,317,929

Expenses & distributions

Benefits paid
$566,690
Administrative expenses
$93,623
Total expenses
$660,313
Net increase / (decrease)
$6,657,616

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$70,100$02023
Principal Global Investors, LLCINVESTMENT ADVISORY$23,523not reported in the loaded dataset2023

Related Form 5500 pages