2023 Form 5500 filing — Amoco Federal Credit Union Capital Accumulation 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 20240903083726NAL0033966384001) for Amoco Federal Credit Union Capital Accumulation Plan, reported by Amoco Federal Credit Union under EIN 74-1110077 and plan number 033. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903083726NAL0033966384001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amoco Federal Credit Union
- EIN
- 74-1110077
- Plan number
- 033
- Location
- Texas City, TX
- Participants
- 333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,204,730
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,204,730
- Employer contributions
- $1,366,170
- Participant contributions
- $1,185,511
- Total income / additions
- $7,242,392
- Benefits paid
- $1,542,171
- Administrative expenses
- $57,664
- Total expenses
- $1,599,835
- Net increase / (decrease)
- $5,642,557
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $90,228 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, LLC | NONE | $11,983 | not reported in the loaded dataset |