2023 Form 5500 filing — Wauna Federal Credit Union 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 20240722135407NAL0022960434001) for Wauna Federal Credit Union Welfare Benefit Plan, reported by Wauna Federal Credit Union under EIN 93-0562551 and plan number 501. It reports 106 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).

EFAST2 acknowledgement
20240722135407NAL0022960434001
Filing year
2023
Form type
2
Plan sponsor
Wauna Federal Credit Union
EIN
93-0562551
Plan number
501
Location
Clatskanie, OR
Participants
106
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)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Berkley Life & HealthNONE$234,542not reported in the loaded dataset
Healthcare Management AdministratorNONE$94,823not reported in the loaded dataset
Cu Benefits AllianceNONE$30,314not reported in the loaded dataset

Related Form 5500 pages