Plan5500

First Credit Union Cash Balance Defined Benefit Retirement Pension Plan — Form 5500 plan (First 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, First Credit Union Cash Balance Defined Benefit Retirement Pension Plan is a benefit plan reported by First Credit Union under EIN 86-0100904 and plan number 002. The latest loaded filing year is 2023. The filing reports 217 participants and $11,956,985 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First Credit Union
EIN
86-0100904
Plan number
002
Plan type
2
Location
Chandler, AZ
Latest filing year
2023
Participants
217
End-of-year plan assets
$11,956,985

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023217H, C20241007152458NAL0007725571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,956,985
Total liabilities (EOY)
$0
Net assets (EOY)
$11,956,985
Net assets (BOY)
$10,565,409

Income & contributions

Total contributions
$0
Total income / additions
$1,614,400

Expenses & distributions

Benefits paid
$159,837
Administrative expenses
$62,987
Total expenses
$222,824
Net increase / (decrease)
$1,391,576

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$60,951not reported in the loaded dataset2023
Trusteed Retirement ProgramNONE$2,035not reported in the loaded dataset2023

Related Form 5500 pages