Star One 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, Star One Credit Union (EIN 94-6069237) is a plan sponsor located in Sunnyvale, CA with 3 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
94-6069237
Location
Sunnyvale, CA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$147,910,410
Total reported liabilities (EOY)
$134,314
Total reported net assets (EOY)
$147,776,096

Contributions & income

Employer contributions
$4,151,624
Participant contributions
$2,597,878
Total income / additions
$28,051,389

Expenses & distributions

Benefits paid / distributions
$6,966,201
Total expenses
$7,161,829
Net increase / (decrease)
$20,889,560

Coverage

Total reported participants
767
Plans with financial statements
2
Plans with provider compensation
2

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

Star One Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Star One Credit Union Savings Plan001316$75,430,1012023
Star One Credit Union Retirement Plan002217$72,480,3092023
Star One Credit Union Health And Welfare Plan511234not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Star One Credit Union
YearPlanParticipantsSchedulesFiling
2023Star One Credit Union Health And Welfare Plan23420240625161820NAL0011191920001
2023Star One Credit Union Savings Plan316H, C20240920154429NAL0007714337001
2023Star One Credit Union Retirement Plan217H, C20240920154836NAL0004573955001

Related Form 5500 pages