Polish National Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Polish National Credit Union (EIN 04-1734980) is a plan sponsor located in Chicopee, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-1734980
Location
Chicopee, MA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$17,274,009
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$17,274,009

Contributions & income

Employer contributions
$1,060,596
Participant contributions
$661,456
Total income / additions
$4,371,105

Expenses & distributions

Benefits paid / distributions
$2,138,266
Total expenses
$2,158,883
Net increase / (decrease)
$2,212,222

Coverage

Total reported participants
300
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Polish National Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Polish National Credit Union 401(K) Retirement Plan And Trust001177$17,274,0092023
Polish National Credit Union Group Health Plan501123not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Polish National Credit Union
YearPlanParticipantsSchedulesFiling
2023Polish National Credit Union 401(K) Retirement Plan And Trust177H, C20240807065929NAL0003309745001
2023Polish National Credit Union Group Health Plan12320250528112624NAL0012070704001

Related Form 5500 pages