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

Numerica Credit Union (EIN 91-0863377) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Numerica Credit Union?

The Employer Identification Number (EIN) reported for Numerica Credit Union is 91-0863377.

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

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

Numerica 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, Numerica Credit Union (EIN 91-0863377) is a plan sponsor located in Spokane Valley, WA 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: 91-0863377
Location: Spokane Valley, WA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $71,061,230
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $71,061,230

Contributions & income

Employer contributions: $4,794,630
Participant contributions: $3,994,025
Total income / additions: $20,061,590

Expenses & distributions

Benefits paid / distributions: $5,105,861
Total expenses: $5,108,822
Net increase / (decrease): $14,952,768

Coverage

Total reported participants: 1,510
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

Numerica Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Numerica Credit Union Retirement Plan	002	847	$71,061,230	2023
Numerica Credit Union Welfare Benefit Plan	510	663	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 Numerica Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Numerica Credit Union Retirement Plan	847	H, C	20240719122602NAL0006807537001
2023	Numerica Credit Union Welfare Benefit Plan	663	—	20240826084214NAL0019122674001