2023 Form 5500 filing — Homeland Credit Union, Inc. Employee Health & 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 20240613100945NAL0065850818001) for Homeland Credit Union, Inc. Employee Health & Welfare Benefit Plan, reported by Homeland Credit Union, Inc. under EIN 31-0395830 and plan number 501. It reports 82 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$23.1KReported net assets$23,130
Participants82
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240613100945NAL0065850818001
Plan sponsor
Homeland Credit Union, Inc.
EIN
31-0395830
Plan number
501
Location
Chillicothe, OH
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$23.8K total assets
Net assets$23.1KLiabilities$704
Money in vs. money out
Total income / additions$1M
Total expenses$943.4K
Benefits paid / distributions$908.1K
Contributions
Employer$771.2K
Participant$255.6K
Full reported line items
Total assets (EOY)
$23,834
Total liabilities (EOY)
$704
Net assets (EOY)
$23,130
Employer contributions
$771,213
Participant contributions
$255,564
Total income / additions
$1,026,777
Benefits paid
$908,113
Administrative expenses
$35,240
Total expenses
$943,353
Net increase / (decrease)
$83,424

Related Form 5500 pages