Plan5500

Ideal 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, Ideal Credit Union (EIN 41-0519270) is a plan sponsor located in Woodbury, MN with 5 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
41-0519270
Location
Woodbury, MN
Loaded plans
5
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 Ideal Credit Union

  • 5 loaded plans hold $0 in reported assets.
  • Plans cover 903 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$0Summed across loaded plans
Total reported assets$0
Total reported participants903
Total reported liabilities$0

Reported net position

Contributions & income
Employer contributions$1.1M
Participant contributions$1.2M
Total income / additions$7M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.8M
Net increase / (decrease)$5.2M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

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

Participants per plan181Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Ideal Credit Union Capital Accumulation Plan$0
    Plan #033 · 226 participants · 2023
  2. 2
    Ideal Credit Union Life Plannot reported in the loaded dataset
    Plan #501 · 195 participants · 2023
  3. 3
    Ideal Credit Union Medical Plannot reported in the loaded dataset
    Plan #503 · 180 participants · 2023
  4. 4
    Ideal Credit Union Long Term Disability Plannot reported in the loaded dataset
    Plan #502 · 165 participants · 2023
  5. 5
    Ideal Credit Union Dental Plannot reported in the loaded dataset
    Plan #504 · 137 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 Ideal Credit Union. Open one for its full reported snapshot.

  1. 2023
    Ideal Credit Union Dental Plan137 participants · 2No schedules
    View filing →
  2. 2023
    Ideal Credit Union Life Plan195 participants · 2No schedules
    View filing →
  3. 2023
    Ideal Credit Union Long Term Disability Plan165 participants · 2No schedules
    View filing →
  4. 2023
    Ideal Credit Union Medical Plan180 participants · 2No schedules
    View filing →
  5. 2023
    Ideal Credit Union Capital Accumulation Plan226 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ideal Credit Union report on Form 5500?
Ideal Credit Union (EIN 41-0519270) reports 5 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ideal Credit Union?
The Employer Identification Number (EIN) reported for Ideal Credit Union is 41-0519270.
What is the latest Form 5500 filing year for Ideal Credit Union?
The latest loaded Form 5500 filing year for Ideal Credit Union is 2023.

Related Form 5500 pages