2023 Form 5500 filing — Credit Union Consortium 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 20240829153650NAL0007718515001) for Credit Union Consortium Health And Welfare Plan, reported by Credit Union Consortium under EIN 82-4121530 and plan number 601. It reports 3,580 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829153650NAL0007718515001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Credit Union Consortium
- EIN
- 82-4121530
- Plan number
- 601
- Location
- Indianapolis, IN
- Participants
- 3,580
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,035,074
- Total liabilities (EOY)
- $6,447,021
- Net assets (EOY)
- $24,588,053
- Employer contributions
- $49,518,048
- Participant contributions
- $130,001
- Total income / additions
- $51,114,759
- Benefits paid
- $48,023,467
- Administrative expenses
- $4,018,665
- Total expenses
- $52,042,132
- Net increase / (decrease)
- -$927,373
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Insurance Companies, Inc. | TPA | $3,158,962 | $18,337 |
| Icul Services Corporation | PLAN MANAGER | $876,561 | not reported in the loaded dataset |
| Lhd Benefit Advisors | ADVISOR | $405,430 | $0 |
| Cvs Health | PHARMACY | $400,316 | not reported in the loaded dataset |
| Curalinc, Lln | EAP | $71,925 | not reported in the loaded dataset |
| Indiana Credit Union League | ADVOCACY | $64,944 | not reported in the loaded dataset |
| Groom Law Group, Chartered | ATTORNEY | $29,684 | not reported in the loaded dataset |
| Kentucky Credit Union League | ADVOCACY | $25,008 | not reported in the loaded dataset |
| Bose, Mckinney, & Evans, Llp | ATTORNEY | $20,129 | not reported in the loaded dataset |
| Brady, Ware And Schoenfeld | AUDITOR | $16,775 | not reported in the loaded dataset |
| Rsc Insurance Brokerage | OTHER | $10,151 | not reported in the loaded dataset |
| The Howard E Nyhart Company, Inc | ACTUARY | $5,700 | not reported in the loaded dataset |