2023 Form 5500 filing — Educators Credit Union 401(K) Plan & Trust
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 20240726110610NAL0015864481001) for Educators Credit Union 401(K) Plan & Trust, reported by Educators Credit Union under EIN 39-0555293 and plan number 002. It reports 676 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726110610NAL0015864481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Educators Credit Union
- EIN
- 39-0555293
- Plan number
- 002
- Location
- Mt. Pleasant, WI
- Participants
- 676
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,401,517
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,401,517
- Employer contributions
- $3,779,350
- Participant contributions
- $2,199,156
- Total income / additions
- $14,119,916
- Benefits paid
- $3,784,033
- Administrative expenses
- $8,844
- Total expenses
- $3,792,877
- Net increase / (decrease)
- $10,327,039
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ppg Retirement Plan Services | TPA | $8,530 | $0 |