2023 Form 5500 filing — Pima Federal Credit Union Welfare Benefit Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240521144956NAL0002714897001) for Pima Federal Credit Union Welfare Benefit Plan, reported by Pima Federal Credit Union under EIN 86-0124950 and plan number 502. It reports 232 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240521144956NAL0002714897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pima Federal Credit Union
- EIN
- 86-0124950
- Plan number
- 502
- Location
- Tucson, AZ
- Participants
- 232
- Schedules available
- Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Benefits & Insurance Svcs Inc | BROKER | $30,028 | not reported in the loaded dataset |
| Cigna Health And Life Insurance Co | CONTRACT ADMINISTRATOR | $22,263 | not reported in the loaded dataset |
| Rogers Benefit Group Inc | BROKER | $18,301 | not reported in the loaded dataset |