2023 Form 5500 filing — Charter Oak 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 20240731100435NAL0048176018001) for Charter Oak Federal Credit Union Retirement Plan, reported by Charter Oak Federal Credit Union under EIN 06-0659509 and plan number 004. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731100435NAL0048176018001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charter Oak Federal Credit Union
- EIN
- 06-0659509
- Plan number
- 004
- Location
- Waterford, CT
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,043,633
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,043,633
- Employer contributions
- $1,002,853
- Participant contributions
- $1,214,971
- Total income / additions
- $6,978,500
- Benefits paid
- $3,041,057
- Administrative expenses
- $100,510
- Total expenses
- $3,140,996
- Net increase / (decrease)
- $3,837,504
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $72,549 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $27,961 | $0 |