2023 Form 5500 filing — Utah Community Federal Credit Union Retirement 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 20240701172906NAL0005829568001) for Utah Community Federal Credit Union Retirement Plan, reported by Utah Community Credit Union under EIN 87-0231088 and plan number 003. It reports 646 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240701172906NAL0005829568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Utah Community Credit Union
- EIN
- 87-0231088
- Plan number
- 003
- Location
- Provo, UT
- Participants
- 646
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,242,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,242,268
- Employer contributions
- $2,018,023
- Participant contributions
- $1,181,583
- Total income / additions
- $8,187,923
- Benefits paid
- $2,532,564
- Administrative expenses
- $101,435
- Total expenses
- $2,633,999
- Net increase / (decrease)
- $5,553,924
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $57,798 | not reported in the loaded dataset |
| Resources Investment Advisors LLC | ADVISOR | $43,638 | not reported in the loaded dataset |