2023 Form 5500 filing — Credit Union National Association, Inc. 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 20240827094641NAL0010444977001) for Credit Union National Association, Inc. 401(K) Plan, reported by Credit Union National Association, Inc. under EIN 23-7065623 and plan number 003. It reports 469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$127.5MReported net assets$127,459,797
Participants469
Provider compensation$89.6K2 Schedule C row(s)$89,599
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240827094641NAL0010444977001
- Plan sponsor
- Credit Union National Association, Inc.
- EIN
- 23-7065623
- Plan number
- 003
- Location
- Madison, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$127.5M total assets
Net assets$127.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $127,459,797
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $127,459,797
- Employer contributions
- $2,524,941
- Participant contributions
- $3,418,050
- Total income / additions
- $27,086,451
- Benefits paid
- $11,494,304
- Administrative expenses
- $89,599
- Total expenses
- $11,583,903
- Net increase / (decrease)
- $15,502,548
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $70,091 | $0 |
| Board Of Trustee Of Retirement Prog | NONE | $19,508 | not reported in the loaded dataset |