2023 Form 5500 filing — Max Credit Union Welfare Benefits 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 20240603112540NAL0018262865001) for Max Credit Union Welfare Benefits Plan, reported by Max Credit Union under EIN 36-4618706 and plan number 503. It reports 311 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240603112540NAL0018262865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Max Credit Union
- EIN
- 36-4618706
- Plan number
- 503
- Location
- Montgomery, AL
- Participants
- 311
- 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. |
|---|---|---|---|
| Blue Cross And Blue Shield Of Al | HEALTH AND DENTAL ADMIN | $255,598 | $3,014 |
| Directrx Solutions | RX FEES | $50,891 | not reported in the loaded dataset |
| Intercept Health | TPA FEES | $42,936 | not reported in the loaded dataset |
| Alliance Insurance Group, LLC | FSA/HRA ADMIN | $4,820 | not reported in the loaded dataset |