Wescom Credit Union Defined Benefit Pension Plan — Form 5500 plan (Wescom 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, Wescom Credit Union Defined Benefit Pension Plan is a benefit plan reported by Wescom Credit Union under EIN 95-1288265 and plan number 001. The latest loaded filing year is 2023. The filing reports 400 participants and $23,887,445 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wescom Credit Union
EIN
95-1288265
Plan number
001
Plan type
2
Location
Pasadena, CA
Latest filing year
2023
Participants
400
End-of-year plan assets
$23,887,445

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023400H, C20241015190335NAL0029454081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,887,445
Total liabilities (EOY)
$0
Net assets (EOY)
$23,887,445
Net assets (BOY)
$23,712,143

Income & contributions

Total contributions
$0
Total income / additions
$1,647,272

Expenses & distributions

Benefits paid
$1,315,199
Administrative expenses
$156,771
Total expenses
$1,471,970
Net increase / (decrease)
$175,302

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Instl OpsRECORDKEEPER/ADV/CONSULT$118,371not reported in the loaded dataset2023

Related Form 5500 pages