Credit Union West Flexible Benefit Plan — Form 5500 plan (Credit Union West)

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 West Flexible Benefit Plan is a benefit plan reported by Credit Union West under EIN 86-0108241 and plan number 501. The latest loaded filing year is 2023. The filing reports 179 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Credit Union West
EIN
86-0108241
Plan number
501
Plan type
2
Location
Glendale, AZ
Latest filing year
2023
Participants
179
End-of-year plan assets
not reported in the loaded dataset

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023179C20240719132225NAL0003928739001

Reported financial statement

This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Delta Dental Of ArizonaBENEFITS ADMINISTRATOR$12,128$02023
Marsh & Mclennan Insurance AgencyAGENT/AGENCY$0$7,2592023

Related Form 5500 pages