Educational Employees Credit Union 401(K) Plan — Form 5500 plan (Educational Employees 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, Educational Employees Credit Union 401(K) Plan is a benefit plan reported by Educational Employees Credit Union under EIN 94-1031345 and plan number 002. The latest loaded filing year is 2023. The filing reports 719 participants and $83,103,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Educational Employees Credit Union
- EIN
- 94-1031345
- Plan number
- 002
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 719
- End-of-year plan assets
- $83,103,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 719 | H, C | 20240717101408NAL0002280355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,103,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,103,211
- Net assets (BOY)
- $70,533,023
Income & contributions
- Employer contributions
- $2,155,684
- Participant contributions
- $3,175,780
- Total contributions
- $6,173,694
- Total income / additions
- $17,100,166
Expenses & distributions
- Benefits paid
- $4,412,699
- Administrative expenses
- $117,279
- Total expenses
- $4,529,978
- Net increase / (decrease)
- $12,570,188
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | RETAINED BY EMPLOYER | $50,000 | not reported in the loaded dataset | 2023 |
| Moss Adams | RETAINED BY EMPLOYER | $39,220 | not reported in the loaded dataset | 2023 |
| John Hancock | RETAINED BY EMPLOYER | $28,058 | $0 | 2023 |