Plan5500

Concora Credit Inc. — 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, Concora Credit Inc. (EIN 20-1723773) is a plan sponsor located in Beaverton, OR 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
20-1723773
Location
Beaverton, OR
Loaded plans
2
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 Concora Credit Inc.

  • 2 loaded plans hold $34M in reported assets.
  • The largest, Concora Credit Inc 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,736 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$34MSummed across loaded plans$33,974,960
Total reported assets$34M$33,974,960
Total reported participants1.7K1,736
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$34M total assets
Net assets$34MLiabilities$0
Contributions & income
Employer contributions$1.5M
Participant contributions$3.1M
Total income / additions$10.3M
Expenses & distributions
Benefits paid / distributions$2.7M
Total expenses$2.9M
Net increase / (decrease)$7.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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 assets100%Concora Credit Inc 401(K) Plan
Participants per plan868Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Concora Credit Inc 401(K) Plan$34M
    Plan #001 · 897 participants · 2023
  2. 2
    Concora Credit Inc. Health And Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 839 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 Concora Credit Inc.. Open one for its full reported snapshot.

  1. 2023
    Concora Credit Inc. Health And Welfare Benefits Plan839 participants · 2No schedules
    View filing →
  2. 2023
    Concora Credit Inc 401(K) Plan897 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Concora Credit Inc. report on Form 5500?
Concora Credit Inc. (EIN 20-1723773) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Concora Credit Inc.?
The Employer Identification Number (EIN) reported for Concora Credit Inc. is 20-1723773.
What is the latest Form 5500 filing year for Concora Credit Inc.?
The latest loaded Form 5500 filing year for Concora Credit Inc. is 2023.

Related Form 5500 pages