2023 Form 5500 filing — Advantis Credit Union Health And Welfare 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 20240829153107NAL0013281457001) for Advantis Credit Union Health And Welfare Plan, reported by Advantis Credit Union under EIN 93-0251640 and plan number 501. It reports 301 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829153107NAL0013281457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advantis Credit Union
- EIN
- 93-0251640
- Plan number
- 501
- Location
- Oregon City, OR
- Participants
- 301
- 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)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Berkley Life & Health | NONE | $596,119 | not reported in the loaded dataset |
| Healthcare Management Administrator | NONE | $147,409 | not reported in the loaded dataset |
| Cu Benefits Alliance | NONE | $84,630 | not reported in the loaded dataset |
| Guardian Life Insurance | CLAIMS PROCESSOR | $12,054 | not reported in the loaded dataset |
| United Of Omaha Life Insurance Co | CONTRACT ADMINISTRATOR | $6,922 | not reported in the loaded dataset |