Oregonians Credit Union Retirement Plan — Form 5500 plan (Oregonians 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, Oregonians Credit Union Retirement Plan is a benefit plan reported by Oregonians Credit Union under EIN 93-0241933 and plan number 003. The latest loaded filing year is 2023. The filing reports 92 participants and $4,708,298 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oregonians Credit Union
- EIN
- 93-0241933
- Plan number
- 003
- Plan type
- 2
- Location
- Milwaukie, OR
- Latest filing year
- 2023
- Participants
- 92
- End-of-year plan assets
- $4,708,298
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 92 | I | 20240906153649NAL0000684195001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,708,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,708,298
- Net assets (BOY)
- $4,002,823
Income & contributions
- Employer contributions
- $163,837
- Participant contributions
- $252,606
- Total income / additions
- $1,289,550
Expenses & distributions
- Benefits paid
- $555,523
- Administrative expenses
- $28,552
- Total expenses
- $584,075
- Net increase / (decrease)
- $705,475
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.