2023 Form 5500 filing — 1st United Credit Union Profit Sharing And Savings 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 20240812133846NAL0020805474001) for 1st United Credit Union Profit Sharing And Savings Plan, reported by 1st United Credit Union under EIN 94-0335800 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812133846NAL0020805474001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- 1st United Credit Union
- EIN
- 94-0335800
- Plan number
- 001
- Location
- Pleasanton, CA
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,951,859
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,951,859
- Employer contributions
- $976,921
- Participant contributions
- $1,369,480
- Total income / additions
- $7,373,812
- Benefits paid
- $1,624,832
- Administrative expenses
- $53,310
- Total expenses
- $1,678,142
- Net increase / (decrease)
- $5,695,670
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Banking Opera | INVESTMENT MANAGEMENT | $0 | $53,956 |
| Morgan Stanley Global | INVESTMENT ADVISORY | $35,929 | $3 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,381 | $13,279 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |