Bank-Fund Staff Fed. Cred. 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, Bank-Fund Staff Fed. Cred. Union (EIN 53-0209950) is a plan sponsor located in Washington, DC 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
53-0209950
Location
Washington, DC
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$88,200,195
Total reported net assets (EOY)
$88,200,195

Contributions & income

Employer contributions
$3,451,104
Participant contributions
$2,877,393
Total income / additions
$19,613,436

Expenses & distributions

Benefits paid / distributions
$2,953,976
Total expenses
$3,122,042
Net increase / (decrease)
$16,491,394

Coverage

Total reported participants
1,088
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

Bank-Fund Staff Fed. Cred. Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Bank-Fund Staff Federal Credit Union Employee Retirement Plan002475$88,200,1952023
Group Life And Disability Plan For Employees Of Bank-Fund Staff Federal Credit Union507322not reported in the loaded dataset2023
Bank-Fund Group Health Plan509291not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bank-Fund Staff Fed. Cred. Union
YearPlanParticipantsSchedulesFiling
2023Bank-Fund Staff Federal Credit Union Employee Retirement Plan475H, C20240924120202NAL0017448496003
2023Bank-Fund Group Health Plan29120250121100703NAL0005220704001
2023Group Life And Disability Plan For Employees Of Bank-Fund Staff Federal Credit Union32220250121100752NAL0005220848001

Related Form 5500 pages