American Eagle Financial Credit Union Incorporated — 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, American Eagle Financial Credit Union Incorporated (EIN 47-2559616) is a plan sponsor located in East Hartford, CT with 1 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
47-2559616
Location
East Hartford, CT
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$63,362,712
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$63,362,712

Contributions & income

Employer contributions
$2,231,107
Participant contributions
$1,898,512
Total income / additions
$12,116,856

Expenses & distributions

Benefits paid / distributions
$4,252,626
Total expenses
$4,446,400
Net increase / (decrease)
$7,670,456

Coverage

Total reported participants
835
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

American Eagle Financial Credit Union Incorporated plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
American Eagle Financial Credit Union Incorporated Employee Savings Plan003461$63,362,7122023
American Eagle Financial Credit Union Welfare Benefits Plan502374not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for American Eagle Financial Credit Union Incorporated
YearPlanParticipantsSchedulesFiling
2023American Eagle Financial Credit Union Welfare Benefits Plan37420240727160116NAL0029087536001
2023American Eagle Financial Credit Union Incorporated Employee Savings Plan461H, C20240919080815NAL0009991344001

Related Form 5500 pages