Tinker Federal Credit Union & Affiliated Companies Profit Sharing & Savings Plan — Form 5500 plan (Tinker 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, Tinker Federal Credit Union & Affiliated Companies Profit Sharing & Savings Plan is a benefit plan reported by Tinker Federal Credit Union under EIN 73-0560023 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,402 participants and $76,574,029 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tinker Federal Credit Union
EIN
73-0560023
Plan number
001
Plan type
2
Location
Tinker Afb, OK
Latest filing year
2023
Participants
1,402
End-of-year plan assets
$76,574,029

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,402H, C20241003160837NAL0017552720001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,574,029
Total liabilities (EOY)
$0
Net assets (EOY)
$76,574,029
Net assets (BOY)
$67,574,842

Income & contributions

Employer contributions
$2,297,611
Participant contributions
$4,084,906
Total contributions
$6,681,076
Total income / additions
$17,964,922

Expenses & distributions

Benefits paid
$8,900,758
Administrative expenses
$64,939
Total expenses
$8,965,735
Net increase / (decrease)
$8,999,187

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$72,595not reported in the loaded dataset2023
Alliant Retirement ConsultingNONE$46,315not reported in the loaded dataset2023

Related Form 5500 pages