Plan5500

Retirement Plan And Trust For Employees Of Credit Human Federal Credit Union — Form 5500 plan (Credit Human 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, Retirement Plan And Trust For Employees Of Credit Human Federal Credit Union is a benefit plan reported by Credit Human Federal Credit Union under EIN 74-0956027 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,338 participants and $183,229,435 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Credit Human Federal Credit Union
EIN
74-0956027
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
1,338
End-of-year plan assets
$183,229,435

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,338H, C20241003164304NAL0017619552001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$183,229,435
Total liabilities (EOY)
$25,514
Net assets (EOY)
$183,203,921
Net assets (BOY)
$161,944,807

Income & contributions

Employer contributions
$5,000,000
Total contributions
$5,000,000
Total income / additions
$26,323,733

Expenses & distributions

Benefits paid
$4,675,913
Administrative expenses
$388,706
Total expenses
$5,064,619
Net increase / (decrease)
$21,259,114

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Delaware InvestmentsNONE$178,650not reported in the loaded dataset2023
Morgan StanleyNONE$61,800not reported in the loaded dataset2023

Related Form 5500 pages