Canvas Credit Union Savings Plan — Form 5500 plan (Canvas 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, Canvas Credit Union Savings Plan is a benefit plan reported by Canvas Credit Union under EIN 84-6023137 and plan number 002. The latest loaded filing year is 2023. The filing reports 929 participants and $56,018,521 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Canvas Credit Union
- EIN
- 84-6023137
- Plan number
- 002
- Plan type
- 2
- Location
- Lone Tree, CO
- Latest filing year
- 2023
- Participants
- 929
- End-of-year plan assets
- $56,018,521
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 929 | H, C | 20241012103742NAL0013278051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,018,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,018,521
- Net assets (BOY)
- $45,303,458
Income & contributions
- Employer contributions
- $1,689,798
- Participant contributions
- $3,592,505
- Total contributions
- $6,062,108
- Total income / additions
- $14,207,261
Expenses & distributions
- Benefits paid
- $3,279,165
- Administrative expenses
- $154,501
- Total expenses
- $3,492,198
- Net increase / (decrease)
- $10,715,063
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $154,500 | $0 | 2023 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $86,189 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |