Plan5500

Capital Educators Federal Credit Union Defined Benefit Plan And Trust — Form 5500 plan (Capital Educators 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, Capital Educators Federal Credit Union Defined Benefit Plan And Trust is a benefit plan reported by Capital Educators Federal Credit Union under EIN 82-0212120 and plan number 002. The latest loaded filing year is 2023. The filing reports 312 participants and $36,685,423 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Capital Educators Federal Credit Union
EIN
82-0212120
Plan number
002
Plan type
2
Location
Meridian, ID
Latest filing year
2023
Participants
312
End-of-year plan assets
$36,685,423

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023312H, C20250715162100NAL0005096386001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,685,423
Total liabilities (EOY)
$0
Net assets (EOY)
$36,685,423
Net assets (BOY)
$30,332,416

Income & contributions

Total contributions
$0
Total income / additions
$7,272,941

Expenses & distributions

Benefits paid
$787,175
Administrative expenses
$132,759
Total expenses
$919,934
Net increase / (decrease)
$6,353,007

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$100,645$02023
Members Capital Advisors, Inc.NONE$32,114not reported in the loaded dataset2023

Related Form 5500 pages