How many benefit plans does Truity Credit Union report on Form 5500?

Truity Credit Union (EIN 73-0561962) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Truity Credit Union?

The Employer Identification Number (EIN) reported for Truity Credit Union is 73-0561962.

What is the latest Form 5500 filing year for Truity Credit Union?

The latest loaded Form 5500 filing year for Truity Credit Union is 2023.

Truity 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, Truity Credit Union (EIN 73-0561962) is a plan sponsor located in Bartlesville, OK 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: 73-0561962
Location: Bartlesville, OK
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $29,340,848
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $29,340,848

Contributions & income

Employer contributions: $1,130,305
Participant contributions: $1,070,399
Total income / additions: $6,665,601

Expenses & distributions

Benefits paid / distributions: $1,832,664
Total expenses: $1,889,419
Net increase / (decrease): $4,776,182

Coverage

Total reported participants: 471
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

Truity Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Truity Federal Credit Union Capital Accumulation Plan	033	258	$29,340,848	2023
Truity Credit Union Employee Insurance Benefit Plan	501	213	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Truity Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Truity Federal Credit Union Capital Accumulation Plan	258	H, C	20241002133409NAL0008323793001
2023	Truity Credit Union Employee Insurance Benefit Plan	213	—	20241002204637NAL0015400480001