Oregon Community Credit Union 401(K) Plan And Trust — Form 5500 plan (Oregon Community 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 Community Credit Union 401(K) Plan And Trust is a benefit plan reported by Oregon Community Credit Union under EIN 93-0492535 and plan number 033. The latest loaded filing year is 2023. The filing reports 701 participants and $57,697,036 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oregon Community Credit Union
- EIN
- 93-0492535
- Plan number
- 033
- Plan type
- 2
- Location
- Springfield, OR
- Latest filing year
- 2023
- Participants
- 701
- End-of-year plan assets
- $57,697,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 701 | H, C | 20240916171927NAL0001819921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,697,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,697,036
- Net assets (BOY)
- $46,499,296
Income & contributions
- Employer contributions
- $3,338,496
- Participant contributions
- $3,181,821
- Total contributions
- $7,462,707
- Total income / additions
- $16,231,321
Expenses & distributions
- Benefits paid
- $4,803,109
- Administrative expenses
- $229,525
- Total expenses
- $5,033,581
- Net increase / (decrease)
- $11,197,740
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $107,948 | $0 | 2023 |
| Prime Pensions Northwest, LLC | TPA | $76,705 | not reported in the loaded dataset | 2023 |
| Retirement Consulting Group Inc | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,872 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oregon Community Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Springfield, OR
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Prime Pensions Northwest, LLC — Schedule C compensation
- Retirement Consulting Group Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation