2023 Form 5500 filing — Community Resource Credit Union Pension 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 20240916160405NAL0001163907001) for Community Resource Credit Union Pension Plan, reported by Community Resource Credit Union under EIN 74-1109927 and plan number 001. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916160405NAL0001163907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Resource Credit Union
- EIN
- 74-1109927
- Plan number
- 001
- Location
- Baytown, TX
- Participants
- 201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,648,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,648,007
- Total income / additions
- $4,788,877
- Benefits paid
- $1,686,596
- Administrative expenses
- $19,620
- Total expenses
- $1,706,216
- Net increase / (decrease)
- $3,082,661
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $133,836 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, LLC | NONE | $19,620 | not reported in the loaded dataset |