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

Coasthills Credit Union (EIN 95-2015359) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Coasthills Credit Union?

The Employer Identification Number (EIN) reported for Coasthills Credit Union is 95-2015359.

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

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

Coasthills 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, Coasthills Credit Union (EIN 95-2015359) is a plan sponsor located in Santa Maria, 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: 95-2015359
Location: Santa Maria, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $22,603,974
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $22,603,974

Contributions & income

Employer contributions: $1,030,846
Participant contributions: $1,536,450
Total income / additions: $5,881,499

Expenses & distributions

Benefits paid / distributions: $3,360,075
Total expenses: $3,440,706
Net increase / (decrease): $2,440,793

Coverage

Total reported participants: 721
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

Coasthills Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Coasthills Credit Union 401(K) And Profit Sharing Plan	003	382	$22,603,974	2023
Coasthills Credit Union Health And Welfare Plan	506	339	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 Coasthills Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Coasthills Credit Union Health And Welfare Plan	339	—	20240715142704NAL0002893394001
2023	Coasthills Credit Union 401(K) And Profit Sharing Plan	382	H, C	20240904175203NAL0044415410001