Plan5500

Education First Federal 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, Education First Federal Credit Union (EIN 74-1186856) is a plan sponsor located in Beaumont, TX 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
74-1186856
Location
Beaumont, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Education First Federal Credit Union

  • 2 loaded plans hold $7.7M in reported assets.
  • The largest, Education First F.C.U. Employees Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 277 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.7MSummed across loaded plans$7,698,165
Total reported assets$7.7M$7,698,165
Total reported participants277
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.7M total assets
Net assets$7.7MLiabilities$0
Contributions & income
Employer contributions$513.9K
Participant contributions$652K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.3M
Net increase / (decrease)$1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Education First F.C.U. Employees Savings Plan
Participants per plan139Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Education First F.C.U. Employees Savings Plan$7.7M
    Plan #002 · 155 participants · 2023
  2. 2
    Education First Federal Credit Union Health Reimbursement Plannot reported in the loaded dataset
    Plan #503 · 122 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Education First Federal Credit Union. Open one for its full reported snapshot.

  1. 2023
    Education First Federal Credit Union Health Reimbursement Plan122 participants · 2No schedules
    View filing →
  2. 2023
    Education First Federal Credit Union Health Reimbursement Plan122 participants · 2No schedules
    View filing →
  3. 2023
    Education First F.C.U. Employees Savings Plan155 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Education First Federal Credit Union report on Form 5500?
Education First Federal Credit Union (EIN 74-1186856) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Education First Federal Credit Union?
The Employer Identification Number (EIN) reported for Education First Federal Credit Union is 74-1186856.
What is the latest Form 5500 filing year for Education First Federal Credit Union?
The latest loaded Form 5500 filing year for Education First Federal Credit Union is 2023.

Related Form 5500 pages