Greenstate 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, Greenstate Credit Union (EIN 42-0804594) is a plan sponsor located in North Liberty, IA 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
42-0804594
Location
North Liberty, IA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$102,041,201
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$102,041,201

Contributions & income

Employer contributions
$6,972,643
Participant contributions
$6,989,235
Total income / additions
$31,164,720

Expenses & distributions

Benefits paid / distributions
$11,611,179
Total expenses
$11,780,277
Net increase / (decrease)
$19,384,443

Coverage

Total reported participants
2,118
Plans with financial statements
1
Plans with provider compensation
1

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

Greenstate Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Greenstate Credit Union 401(K) Retirement Plan0011,159$102,041,2012023
Greenstate Credit Union Welfare Plan520959not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Greenstate Credit Union
YearPlanParticipantsSchedulesFiling
2023Greenstate Credit Union Welfare Plan95920240715061638NAL0000528467001
2023Greenstate Credit Union 401(K) Retirement Plan1,159H, C20240911091334NAL0013834786001

Related Form 5500 pages