Oregon State Credit Union 401(K) Plan — Form 5500 plan (Oregon State 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, Oregon State Credit Union 401(K) Plan is a benefit plan reported by Oregon State Credit Union under EIN 93-0444581 and plan number 001. The latest loaded filing year is 2023. The filing reports 362 participants and $43,648,406 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oregon State Credit Union
- EIN
- 93-0444581
- Plan number
- 001
- Plan type
- 2
- Location
- Corvallis, OR
- Latest filing year
- 2023
- Participants
- 362
- End-of-year plan assets
- $43,648,406
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 362 | H, C | 20241014161316NAL0013603635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,648,406
- Total liabilities (EOY)
- $12,486
- Net assets (EOY)
- $43,635,920
- Net assets (BOY)
- $37,640,833
Income & contributions
- Employer contributions
- $2,344,311
- Participant contributions
- $1,856,559
- Total contributions
- $4,546,916
- Total income / additions
- $10,732,433
Expenses & distributions
- Benefits paid
- $4,683,964
- Administrative expenses
- $53,382
- Total expenses
- $4,737,346
- Net increase / (decrease)
- $5,995,087
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,705 | $0 | 2023 |
| Pension Plan Specialists, Pc | TPA | $8,829 | $19,783 | 2023 |