Fibre Federal Credit Union Savings Retirement Plan — Form 5500 plan (Fibre Federal 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, Fibre Federal Credit Union Savings Retirement Plan is a benefit plan reported by Fibre Federal Credit Union under EIN 91-0564732 and plan number 001. The latest loaded filing year is 2023. The filing reports 302 participants and $44,042,417 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fibre Federal Credit Union
EIN
91-0564732
Plan number
001
Plan type
2
Location
Longview, WA
Latest filing year
2023
Participants
302
End-of-year plan assets
$44,042,417

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023302H, C20240916122157NAL0002763360001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,042,417
Net assets (EOY)
$44,042,417
Net assets (BOY)
$38,285,687

Income & contributions

Employer contributions
$1,741,534
Participant contributions
$1,605,121
Total contributions
$3,484,882
Total income / additions
$9,534,425

Expenses & distributions

Benefits paid
$3,672,172
Administrative expenses
$105,523
Total expenses
$3,777,695
Net increase / (decrease)
$5,756,730

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services IncNONE$62,340not reported in the loaded dataset2023
Alera Investment Advisors, LLCNONE$43,183not reported in the loaded dataset2023

Related Form 5500 pages