2023 Form 5500 filing — Oregon Community Credit Union 401(K) Plan And Trust
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 20240916171927NAL0001819921001) for Oregon Community Credit Union 401(K) Plan And Trust, reported by Oregon Community Credit Union under EIN 93-0492535 and plan number 033. It reports 701 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916171927NAL0001819921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oregon Community Credit Union
- EIN
- 93-0492535
- Plan number
- 033
- Location
- Springfield, OR
- Participants
- 701
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,697,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,697,036
- Employer contributions
- $3,338,496
- Participant contributions
- $3,181,821
- Total income / additions
- $16,231,321
- Benefits paid
- $4,803,109
- Administrative expenses
- $229,525
- Total expenses
- $5,033,581
- Net increase / (decrease)
- $11,197,740
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $107,948 | $0 |
| Prime Pensions Northwest, LLC | TPA | $76,705 | not reported in the loaded dataset |
| Retirement Consulting Group Inc | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,872 | not reported in the loaded dataset |