Idaho Central Credit Union 401(K) Plan — Form 5500 plan (Idaho Central 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, Idaho Central Credit Union 401(K) Plan is a benefit plan reported by Idaho Central Credit Union under EIN 82-0217065 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,222 participants and $80,672,125 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Idaho Central Credit Union
- EIN
- 82-0217065
- Plan number
- 002
- Plan type
- 2
- Location
- Pocatello, ID
- Latest filing year
- 2023
- Participants
- 2,222
- End-of-year plan assets
- $80,672,125
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,222 | H, C | 20241011175800NAL0039727424001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,672,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,672,125
- Net assets (BOY)
- $62,267,774
Income & contributions
- Employer contributions
- $2,718,392
- Participant contributions
- $7,804,417
- Total contributions
- $10,787,255
- Total income / additions
- $23,042,455
Expenses & distributions
- Benefits paid
- $4,367,577
- Administrative expenses
- $270,527
- Total expenses
- $4,638,104
- Net increase / (decrease)
- $18,404,351
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $137,998 | $0 | 2023 |
| Gallagher Fiduciary Advisors, LLC | ADVISOR | $121,402 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $11,127 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Idaho Central Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Pocatello, ID
- Fidelity Investments Institutional — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation