2023 Form 5500 filing — Educational Employees Credit Union 401(K) 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 20240717101408NAL0002280355001) for Educational Employees Credit Union 401(K) Plan, reported by Educational Employees Credit Union under EIN 94-1031345 and plan number 002. It reports 719 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717101408NAL0002280355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Educational Employees Credit Union
- EIN
- 94-1031345
- Plan number
- 002
- Location
- Fresno, CA
- Participants
- 719
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,103,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,103,211
- Employer contributions
- $2,155,684
- Participant contributions
- $3,175,780
- Total income / additions
- $17,100,166
- Benefits paid
- $4,412,699
- Administrative expenses
- $117,279
- Total expenses
- $4,529,978
- Net increase / (decrease)
- $12,570,188
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | RETAINED BY EMPLOYER | $50,000 | not reported in the loaded dataset |
| Moss Adams | RETAINED BY EMPLOYER | $39,220 | not reported in the loaded dataset |
| John Hancock | RETAINED BY EMPLOYER | $28,058 | $0 |