Plan5500

Rally Credit Union Defined Benefit Plan — Form 5500 plan (Rally 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, Rally Credit Union Defined Benefit Plan is a benefit plan reported by Rally Credit Union under EIN 74-1237070 and plan number 001. The latest loaded filing year is 2023. The filing reports 456 participants and $65,420,676 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rally Credit Union
EIN
74-1237070
Plan number
001
Plan type
2
Location
Corpus Christi, TX
Latest filing year
2023
Participants
456
End-of-year plan assets
$65,420,676

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023456H, C20250505105304NAL0005773555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$65,420,676
Total liabilities (EOY)
$0
Net assets (EOY)
$65,420,676
Net assets (BOY)
$61,937,210

Income & contributions

Total contributions
$0
Total income / additions
$7,924,873

Expenses & distributions

Benefits paid
$4,427,277
Administrative expenses
$14,130
Total expenses
$4,441,407
Net increase / (decrease)
$3,483,466

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$117,996not reported in the loaded dataset2023

Related Form 5500 pages