Shell Federal Credit Union Retirement Pension Plan — Form 5500 plan (Shell 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, Shell Federal Credit Union Retirement Pension Plan is a benefit plan reported by Shell Federal Credit Union under EIN 74-1132577 and plan number 022. The latest loaded filing year is 2023. The filing reports 464 participants and $42,352,618 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shell Federal Credit Union
- EIN
- 74-1132577
- Plan number
- 022
- Plan type
- 2
- Location
- Deer Park, TX
- Latest filing year
- 2023
- Participants
- 464
- End-of-year plan assets
- $42,352,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 464 | H, C | 20240919140714NAL0012837346001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,352,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,352,618
- Net assets (BOY)
- $34,143,898
Income & contributions
- Employer contributions
- $3,109,870
- Total contributions
- $3,109,870
- Total income / additions
- $8,662,557
Expenses & distributions
- Benefits paid
- $318,320
- Administrative expenses
- $135,517
- Total expenses
- $453,837
- Net increase / (decrease)
- $8,208,720
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $128,727 | not reported in the loaded dataset | 2023 |
| Trusteed Retirement Program | NONE | $6,790 | not reported in the loaded dataset | 2023 |