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

Landmark Credit Union (EIN 39-0203995) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Landmark Credit Union?

The Employer Identification Number (EIN) reported for Landmark Credit Union is 39-0203995.

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

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

Landmark 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, Landmark Credit Union (EIN 39-0203995) is a plan sponsor located in Brookfield, WI 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: 39-0203995
Location: Brookfield, WI
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $113,766,351
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $113,766,351

Contributions & income

Employer contributions: $1,978,556
Participant contributions: $4,565,896
Total income / additions: $23,223,687

Expenses & distributions

Benefits paid / distributions: $6,959,119
Total expenses: $7,245,611
Net increase / (decrease): $15,978,076

Coverage

Total reported participants: 2,630
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

Landmark Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Landmark Credit Union 401(K) Plan And Trust	003	1,071	$56,945,079	2023
Landmark Credit Union Defined Benefit Plan And Trust	001	693	$56,821,272	2023
Landmark Credit Union	501	866	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Landmark Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Landmark Credit Union	866	—	20240729084506NAL0010889075006
2023	Landmark Credit Union Defined Benefit Plan And Trust	693	H, C	20241011094808NAL0022512945001
2023	Landmark Credit Union 401(K) Plan And Trust	1,071	H, C	20241011094859NAL0010783731001