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

Adelfi Credit Union (EIN 95-6111723) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Adelfi Credit Union?

The Employer Identification Number (EIN) reported for Adelfi Credit Union is 95-6111723.

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

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

Adelfi 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, Adelfi Credit Union (EIN 95-6111723) is a plan sponsor located in Brea, 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: 95-6111723
Location: Brea, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $27,409,850
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $27,409,850

Contributions & income

Employer contributions: $428,620
Participant contributions: $1,014,248
Total income / additions: $6,246,344

Expenses & distributions

Benefits paid / distributions: $3,527,117
Total expenses: $3,550,315
Net increase / (decrease): $2,696,029

Coverage

Total reported participants: 284
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

Adelfi Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Adelfi Cu 401(K) Plan	002	186	$27,409,850	2023
Adelfi Credit Union Health And Welfare Plan	502	98	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 Adelfi Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Adelfi Credit Union Health And Welfare Plan	98	—	20240509202331NAL0048695552001
2023	Adelfi Cu 401(K) Plan	186	H, C	20240730174807NAL0013690387001