How many benefit plans does Utilities Employees Credit Union report on Form 5500?

Utilities Employees Credit Union (EIN 23-1278971) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Utilities Employees Credit Union?

The Employer Identification Number (EIN) reported for Utilities Employees Credit Union is 23-1278971.

What is the latest Form 5500 filing year for Utilities Employees Credit Union?

The latest loaded Form 5500 filing year for Utilities Employees Credit Union is 2023.

Utilities Employees 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, Utilities Employees Credit Union (EIN 23-1278971) is a plan sponsor located in Wyomissing, PA 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: 23-1278971
Location: Wyomissing, PA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $19,160,502
Total reported liabilities (EOY): $99,048
Total reported net assets (EOY): $19,061,454

Contributions & income

Employer contributions: $1,559,872
Participant contributions: $847,733
Total income / additions: $5,700,415

Expenses & distributions

Benefits paid / distributions: $2,817,230
Total expenses: $3,244,714
Net increase / (decrease): $2,455,701

Coverage

Total reported participants: 224
Plans with financial statements: 2
Plans with provider compensation: 2

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

Utilities Employees Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Utilities Employees Credit Union 401(K) Plan	002	140	$18,984,789	2023
Utilities Employees Credit Union Employee Benefit Plan	501	84	$175,713	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Utilities Employees Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Utilities Employees Credit Union Employee Benefit Plan	84	I, C	20240726073125NAL0008770643001
2023	Utilities Employees Credit Union 401(K) Plan	140	H, C	20240927170947NAL0002434385001