Plan5500

Together 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, Together Credit Union (EIN 43-0160998) is a plan sponsor located in St. Louis, MO 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
43-0160998
Location
St. Louis, MO
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 Together Credit Union

  • 2 loaded plans hold $48.1M in reported assets.
  • The largest, Together Credit Union 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 968 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$48.1MSummed across loaded plans$48,080,299
Total reported assets$48.1M$48,080,299
Total reported participants968
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$48.1M total assets
Net assets$48.1MLiabilities$0
Contributions & income
Employer contributions$2M
Participant contributions$2M
Total income / additions$11.6M
Expenses & distributions
Benefits paid / distributions$6.1M
Total expenses$6.2M
Net increase / (decrease)$5.4M

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%Together Credit Union 401(K) Plan
Participants per plan484Average 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
    Together Credit Union 401(K) Plan$48.1M
    Plan #002 · 555 participants · 2023
  2. 2
    Together Credit Union Benefit Plannot reported in the loaded dataset
    Plan #501 · 413 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 Together Credit Union. Open one for its full reported snapshot.

  1. 2023
    Together Credit Union Benefit Plan413 participants · 2No schedules
    View filing →
  2. 2023
    Together Credit Union 401(K) Plan555 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Together Credit Union report on Form 5500?
Together Credit Union (EIN 43-0160998) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Together Credit Union?
The Employer Identification Number (EIN) reported for Together Credit Union is 43-0160998.
What is the latest Form 5500 filing year for Together Credit Union?
The latest loaded Form 5500 filing year for Together Credit Union is 2023.

Related Form 5500 pages