Chevron 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, Chevron Federal Credit Union (EIN 94-0878385) is a plan sponsor located in Concord, CA 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
94-0878385
Location
Concord, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$65,540,004
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$65,540,004

Contributions & income

Employer contributions
$3,775,478
Participant contributions
$3,003,579
Total income / additions
$16,766,866

Expenses & distributions

Benefits paid / distributions
$3,796,712
Total expenses
$3,874,720
Net increase / (decrease)
$12,892,146

Coverage

Total reported participants
809
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

Chevron Federal Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Chevron Federal Credit Union 401(K) Plan003454$65,540,0042023
Chevron Federal Credit Union Employee Benefits Plan501355not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Chevron Federal Credit Union
YearPlanParticipantsSchedulesFiling
2023Chevron Federal Credit Union Employee Benefits Plan35520240722143334NAL0010610849001
2023Chevron Federal Credit Union 401(K) Plan454H, C20241004121422NAL0012199025001

Related Form 5500 pages