2023 Form 5500 filing — Credit Union National Association, Inc. Employee 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 20240618161627NAL0003896512001) for Credit Union National Association, Inc. Employee Benefits Plan, reported by Credit Union National Association, Inc. Dba Cuna, Inc. under EIN 23-7065623 and plan number 516. It reports 318 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240618161627NAL0003896512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Credit Union National Association, Inc. Dba Cuna, Inc.
- EIN
- 23-7065623
- Plan number
- 516
- Location
- Madison, WI
- Participants
- 318
- 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. |
|---|---|---|---|
| Delta Dental Of Wisconsin | TPA (DENTAL BENEFIT) | $14,494 | not reported in the loaded dataset |
| Employee Benefits Corporation | CLAIMS PROCESSING | $4,994 | not reported in the loaded dataset |
| M3 Insurance Solutions Inc | INS AGENT OR BROKER | $1,247 | not reported in the loaded dataset |