Utah Community Federal Credit Union Retirement Plan — Form 5500 plan (Utah Community 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, Utah Community Federal Credit Union Retirement Plan is a benefit plan reported by Utah Community Credit Union under EIN 87-0231088 and plan number 003. The latest loaded filing year is 2023. The filing reports 646 participants and $34,242,268 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Utah Community Credit Union
- EIN
- 87-0231088
- Plan number
- 003
- Plan type
- 2
- Location
- Provo, UT
- Latest filing year
- 2023
- Participants
- 646
- End-of-year plan assets
- $34,242,268
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 646 | H, C | 20240701172906NAL0005829568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,242,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,242,268
- Net assets (BOY)
- $28,688,344
Income & contributions
- Employer contributions
- $2,018,023
- Participant contributions
- $1,181,583
- Total contributions
- $3,203,898
- Total income / additions
- $8,187,923
Expenses & distributions
- Benefits paid
- $2,532,564
- Administrative expenses
- $101,435
- Total expenses
- $2,633,999
- Net increase / (decrease)
- $5,553,924
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $57,798 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors LLC | ADVISOR | $43,638 | not reported in the loaded dataset | 2023 |