Plan5500

Global Defined Benefit Retirement Plan — Form 5500 plan (Global 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, Global Defined Benefit Retirement Plan is a benefit plan reported by Global Federal Credit Union under EIN 92-0019874 and plan number 333. The latest loaded filing year is 2023. The filing reports 303 participants and $183,945,485 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Global Federal Credit Union
EIN
92-0019874
Plan number
333
Plan type
2
Location
Anchorage, AK
Latest filing year
2023
Participants
303
End-of-year plan assets
$183,945,485

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023303H, C20241010175919NAL0041120306001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$183,945,485
Total liabilities (EOY)
$0
Net assets (EOY)
$183,945,485
Net assets (BOY)
$176,131,820

Income & contributions

Total contributions
$0
Total income / additions
$15,010,576

Expenses & distributions

Benefits paid
$6,836,346
Administrative expenses
$360,565
Total expenses
$7,196,911
Net increase / (decrease)
$7,813,665

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Members Capital Advisors, Inc.NONE$186,499not reported in the loaded dataset2023
Cmfg Life Insurance CompanyNONE$174,066$02023

Related Form 5500 pages