Meritrust 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, Meritrust Credit Union (EIN 48-0570799) is a plan sponsor located in Wichita, KS 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
48-0570799
Location
Wichita, KS
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$38,049,528
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$38,049,528

Contributions & income

Employer contributions
$1,322,536
Participant contributions
$1,727,314
Total income / additions
$10,136,525

Expenses & distributions

Benefits paid / distributions
$11,530,743
Total expenses
$11,592,812
Net increase / (decrease)
-$1,456,287

Coverage

Total reported participants
1,140
Plans with financial statements
2
Plans with provider compensation
3

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

Meritrust Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Meritrust Credit Union 401(K) Plan002499$32,770,0642023
Meritrust Federal Credit Union Retirement Plan001137$5,279,4642023
Meritrust Credit Union Health And Welfare Plan501504not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Meritrust Credit Union
YearPlanParticipantsSchedulesFiling
2023Meritrust Federal Credit Union Retirement Plan137H, C20240923140552NAL0015533904001
2023Meritrust Credit Union 401(K) Plan499H, C20241004130010NAL0019654560001
2023Meritrust Credit Union Health And Welfare Plan504C20250226124843NAL0001659200001

Related Form 5500 pages