Plan5500

Community Resource Credit Union Pension Plan — Form 5500 plan (Community Resource 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, Community Resource Credit Union Pension Plan is a benefit plan reported by Community Resource Credit Union under EIN 74-1109927 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $32,648,007 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Resource Credit Union
EIN
74-1109927
Plan number
001
Plan type
2
Location
Baytown, TX
Latest filing year
2023
Participants
201
End-of-year plan assets
$32,648,007

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023201H, C20240916160405NAL0001163907001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,648,007
Total liabilities (EOY)
$0
Net assets (EOY)
$32,648,007
Net assets (BOY)
$29,565,346

Income & contributions

Total contributions
$0
Total income / additions
$4,788,877

Expenses & distributions

Benefits paid
$1,686,596
Administrative expenses
$19,620
Total expenses
$1,706,216
Net increase / (decrease)
$3,082,661

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$133,836not reported in the loaded dataset2023
Gallagher Fiduciary Advisors, LLCNONE$19,620not reported in the loaded dataset2023

Related Form 5500 pages