Eastman Credit Union 401(K) Investment Plan — Form 5500 plan (Eastman 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, Eastman Credit Union 401(K) Investment Plan is a benefit plan reported by Eastman Credit Union under EIN 62-6039479 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,112 participants and $124,543,392 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eastman Credit Union
EIN
62-6039479
Plan number
002
Plan type
2
Location
Kingsport, TN
Latest filing year
2023
Participants
1,112
End-of-year plan assets
$124,543,392

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,112H, C20240903151816NAL0010634147001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$124,543,392
Total liabilities (EOY)
$0
Net assets (EOY)
$124,543,392
Net assets (BOY)
$102,109,035

Income & contributions

Employer contributions
$5,352,252
Participant contributions
$5,063,041
Total contributions
$11,178,939
Total income / additions
$29,318,673

Expenses & distributions

Benefits paid
$6,815,757
Administrative expenses
$41,300
Total expenses
$6,884,316
Net increase / (decrease)
$22,434,357

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Benefits Group IncN/A$41,300not reported in the loaded dataset2023

Related Form 5500 pages