Credit Union Consortium Health And Welfare Plan — Form 5500 plan (Credit Union Consortium)
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, Credit Union Consortium Health And Welfare Plan is a benefit plan reported by Credit Union Consortium under EIN 82-4121530 and plan number 601. The latest loaded filing year is 2023. The filing reports 3,580 participants and $31,035,074 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Credit Union Consortium
- EIN
- 82-4121530
- Plan number
- 601
- Plan type
- 3
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 3,580
- End-of-year plan assets
- $31,035,074
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,580 | H, C | 20240829153650NAL0007718515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,035,074
- Total liabilities (EOY)
- $6,447,021
- Net assets (EOY)
- $24,588,053
- Net assets (BOY)
- $25,515,426
Income & contributions
- Employer contributions
- $49,518,048
- Participant contributions
- $130,001
- Total contributions
- $49,648,049
- Total income / additions
- $51,114,759
Expenses & distributions
- Benefits paid
- $48,023,467
- Administrative expenses
- $4,018,665
- Total expenses
- $52,042,132
- Net increase / (decrease)
- -$927,373
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Insurance Companies, Inc. | TPA | $3,158,962 | $18,337 | 2023 |
| Icul Services Corporation | PLAN MANAGER | $876,561 | not reported in the loaded dataset | 2023 |
| Lhd Benefit Advisors | ADVISOR | $405,430 | $0 | 2023 |
| Cvs Health | PHARMACY | $400,316 | not reported in the loaded dataset | 2023 |
| Curalinc, Lln | EAP | $71,925 | not reported in the loaded dataset | 2023 |
| Indiana Credit Union League | ADVOCACY | $64,944 | not reported in the loaded dataset | 2023 |
| Groom Law Group, Chartered | ATTORNEY | $29,684 | not reported in the loaded dataset | 2023 |
| Kentucky Credit Union League | ADVOCACY | $25,008 | not reported in the loaded dataset | 2023 |
| Bose, Mckinney, & Evans, Llp | ATTORNEY | $20,129 | not reported in the loaded dataset | 2023 |
| Brady, Ware And Schoenfeld | AUDITOR | $16,775 | not reported in the loaded dataset | 2023 |
| Rsc Insurance Brokerage | OTHER | $10,151 | not reported in the loaded dataset | 2023 |
| The Howard E Nyhart Company, Inc | ACTUARY | $5,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Credit Union Consortium
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Anthem Insurance Companies, Inc. — Schedule C compensation
- Icul Services Corporation — Schedule C compensation
- Lhd Benefit Advisors — Schedule C compensation
- Cvs Health — Schedule C compensation
- Curalinc, Lln — Schedule C compensation
- Indiana Credit Union League — Schedule C compensation
- Groom Law Group, Chartered — Schedule C compensation
- Kentucky Credit Union League — Schedule C compensation
- Bose, Mckinney, & Evans, Llp — Schedule C compensation
- Brady, Ware And Schoenfeld — Schedule C compensation
- Rsc Insurance Brokerage — Schedule C compensation
- The Howard E Nyhart Company, Inc — Schedule C compensation