Premier America Retirement And Savings Plan — Form 5500 plan (Premier America 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, Premier America Retirement And Savings Plan is a benefit plan reported by Premier America Credit Union under EIN 95-3442691 and plan number 001. The latest loaded filing year is 2023. The filing reports 535 participants and $46,811,995 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Premier America Credit Union
- EIN
- 95-3442691
- Plan number
- 001
- Plan type
- 2
- Location
- Chatsworth, CA
- Latest filing year
- 2023
- Participants
- 535
- End-of-year plan assets
- $46,811,995
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 535 | H, C | 20240724175215NAL0013559553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,811,995
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,811,995
- Net assets (BOY)
- $37,282,247
Income & contributions
- Employer contributions
- $1,770,647
- Participant contributions
- $2,474,640
- Total contributions
- $4,504,532
- Total income / additions
- $11,123,746
Expenses & distributions
- Benefits paid
- $1,527,343
- Administrative expenses
- $66,655
- Total expenses
- $1,593,998
- Net increase / (decrease)
- $9,529,748
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $66,655 | $0 | 2023 |
| Actuarial Benefits Corp. | OTHER SERVICES | $0 | $7,179 | 2023 |
| Morningstar Investment Management | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Premier America Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Chatsworth, CA
- Principal Life Insurance Company — Schedule C compensation
- Actuarial Benefits Corp. — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation