O Bee 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, O Bee Credit Union (EIN 91-0639210) is a plan sponsor located in Lacey, WA 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
- 91-0639210
- Location
- Lacey, WA
- Loaded plans
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $12,174,173
- Total reported net assets (EOY)
- $12,174,173
Contributions & income
- Employer contributions
- $986,422
- Participant contributions
- $562,099
- Total income / additions
- $3,196,531
Expenses & distributions
- Benefits paid / distributions
- $1,072,628
- Total expenses
- $1,080,407
- Net increase / (decrease)
- $2,116,124
Coverage
- Total reported participants
- 281
- 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
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| O Bee Credit Union 401(K) Plan | 002 | 170 | $12,174,173 | 2023 |
| O Bee Credit Union Welfare Benefits Plan | 501 | 111 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | O Bee Credit Union Welfare Benefits Plan | 111 | — | 20240425122024NAL0016233329001 |
| 2023 | O Bee Credit Union 401(K) Plan | 170 | H, C | 20250320154723NAL0010088208001 |
| 2023 | O Bee Credit Union Welfare Benefits Plan | 152 | — | 20250326153431NAL0011478819001 |