Plan5500

Sunmark 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, Sunmark Credit Union (EIN 14-1364933) is a plan sponsor located in Latham, NY with 3 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
14-1364933
Location
Latham, NY
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Sunmark Credit Union

  • 3 loaded plans hold $49.3M in reported assets.
  • The largest, Sunmark Credit Union Cash Balance Retirement Pension Plan, holds 55% of this company's reported plan assets.
  • Plans cover 996 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$49.3MSummed across loaded plans$49,317,108
Total reported assets$49.3M$49,317,108
Total reported participants996
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$49.3M total assets
Net assets$49.3MLiabilities$0
Contributions & income
Employer contributions$385.4K
Participant contributions$1.4M
Total income / additions$7.6M
Expenses & distributions
Benefits paid / distributions$2.3M
Total expenses$2.6M
Net increase / (decrease)$5.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets55%Sunmark Credit Union Cash Balance Retirement Pension Plan
Participants per plan332Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sunmark Credit Union Cash Balance Retirement Pension Plan$27.1M
    Plan #022 · 361 participants · 2023
  2. 2
    Sunmark Credit Union 401(K) Plan$22.2M
    Plan #034 · 363 participants · 2023
  3. 3
    Sunmark Credit Union Health And Welfare Benefits Plannot reported in the loaded dataset
    Plan #505 · 272 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Sunmark Credit Union. Open one for its full reported snapshot.

  1. 2023
    Sunmark Credit Union Health And Welfare Benefits Plan272 participants · 2No schedules
    View filing →
  2. 2023
    Sunmark Credit Union Cash Balance Retirement Pension Plan361 participants · 2Sch HSch C
    View filing →
  3. 2023
    Sunmark Credit Union 401(K) Plan363 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sunmark Credit Union report on Form 5500?
Sunmark Credit Union (EIN 14-1364933) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sunmark Credit Union?
The Employer Identification Number (EIN) reported for Sunmark Credit Union is 14-1364933.
What is the latest Form 5500 filing year for Sunmark Credit Union?
The latest loaded Form 5500 filing year for Sunmark Credit Union is 2023.

Related Form 5500 pages