Air Force Federal Credit Union Retirement Plan And Trust — Form 5500 plan (Air Force 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, Air Force Federal Credit Union Retirement Plan And Trust is a benefit plan reported by Air Force Federal Credit Union under EIN 74-1181644 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $22,340,827 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$22.3MPlan net assets, end of year$22,340,827
Participants123Covered participants reported
Assets / participant$181.6KComputed: assets ÷ participants$181,633 (computed)
Provider compensation$19.1K2 Schedule C provider row(s)$19,147
- Plan sponsor
- Air Force Federal Credit Union
- EIN
- 74-1181644
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 123 | H, C | 20241003142729NAL0005779795001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$22.3M total assets
Net assets$22.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $22,340,827
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,340,827
- Net assets (BOY)
- $20,585,676
Income & contributions
- Total contributions
- $0
- Total income / additions
- $2,758,989
Expenses & distributions
- Benefits paid
- $984,691
- Administrative expenses
- $19,147
- Total expenses
- $1,003,838
- Net increase / (decrease)
- $1,755,151
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Members Capital Advisors, Inc. | NONE | $15,956 | not reported in the loaded dataset | 2023 |
| Cmfg Life Insurance Company | NONE | $3,191 | $0 | 2023 |