Vantage West Credit Union Benefit Welfare Plan — Form 5500 plan (Vantage West 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, Vantage West Credit Union Benefit Welfare Plan is a benefit plan reported by Vantage West Credit Union under EIN 86-0120482 and plan number 505. The latest loaded filing year is 2023. The filing reports 507 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
Vantage West Credit Union
EIN
86-0120482
Plan number
505
Plan type
2
Location
Tucson, AZ
Latest filing year
2023
Participants
507
End-of-year plan assets
not reported in the loaded dataset

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023507C20240803112424NAL0026101681001

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
Aetna Life Insurance CompanyCONTRACT ADMINISTRATOR$348,725not reported in the loaded dataset2023
Inspira FinancialHSA ADMINISTRATOR$26,944not reported in the loaded dataset2023
Delta Dental Of ArizonaCONTRACT ADMINISTRATOR$18,480not reported in the loaded dataset2023
Cbiz Benefits & Insurance ServicesBROKER$0$16,3802023

Related Form 5500 pages