Retirement Plan For Employees Of Boeing Employees' Credit Union — Form 5500 plan (Boeing Employees' 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, Retirement Plan For Employees Of Boeing Employees' Credit Union is a benefit plan reported by Boeing Employees' Credit Union under EIN 91-0219435 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,098 participants and $391,541,849 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boeing Employees' Credit Union
- EIN
- 91-0219435
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 3,098
- End-of-year plan assets
- $391,541,849
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,098 | H, C | 20241011180340NAL0011255267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $391,541,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $391,541,849
- Net assets (BOY)
- $359,805,076
Income & contributions
- Total contributions
- $0
- Total income / additions
- $44,454,933
Expenses & distributions
- Benefits paid
- $11,270,932
- Administrative expenses
- $1,447,228
- Total expenses
- $12,718,160
- Net increase / (decrease)
- $31,736,773
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blackrock Institutional Trust Co | INVESTMENT MANAGER | $588,428 | not reported in the loaded dataset | 2023 |
| Mercer | ACTUARY/RECKEEPER | $376,436 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc. | INVESTMENT MANAGER | $115,360 | not reported in the loaded dataset | 2023 |
| Bny Mellon | TRUSTEE | $69,596 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boeing Employees' Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Blackrock Institutional Trust Co — Schedule C compensation
- Mercer — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation
- Bny Mellon — Schedule C compensation