Pen Air 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, Pen Air Credit Union (EIN 59-0642991) is a plan sponsor located in Pensacola, FL 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
59-0642991
Location
Pensacola, FL
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$32,985,899
Total reported liabilities (EOY)
$9,380
Total reported net assets (EOY)
$32,976,519

Contributions & income

Employer contributions
$1,172,338
Participant contributions
$1,564,762
Total income / additions
$7,647,725

Expenses & distributions

Benefits paid / distributions
$2,555,182
Total expenses
$2,709,956
Net increase / (decrease)
$4,937,769

Coverage

Total reported participants
1,074
Plans with financial statements
1
Plans with provider compensation
2

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

Pen Air Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Pen Air Credit Union 401(K) Plan001444$32,985,8992023
Pen Air Credit Union Welfare Plan503351not reported in the loaded dataset2023
Pen Air Credit Union Employee Health Benefit Plan502279not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Pen Air Credit Union
YearPlanParticipantsSchedulesFiling
2023Pen Air Credit Union 401(K) Plan444H, C20241014161742NAL0045272144001
2023Pen Air Credit Union Employee Health Benefit Plan279C20250514124556NAL0018810913001
2023Pen Air Credit Union Welfare Plan35120250514125036NAL0018814241001

Related Form 5500 pages