2023 Form 5500 filing — American Eagle Financial Credit Union Incorporated Employee Savings 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 20240919080815NAL0009991344001) for American Eagle Financial Credit Union Incorporated Employee Savings Plan, reported by American Eagle Financial Credit Union Incorporated under EIN 47-2559616 and plan number 003. It reports 461 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919080815NAL0009991344001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Eagle Financial Credit Union Incorporated
- EIN
- 47-2559616
- Plan number
- 003
- Location
- East Hartford, CT
- Participants
- 461
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,362,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,362,712
- Employer contributions
- $2,231,107
- Participant contributions
- $1,898,512
- Total income / additions
- $12,116,856
- Benefits paid
- $4,252,626
- Administrative expenses
- $140,562
- Total expenses
- $4,446,400
- Net increase / (decrease)
- $7,670,456
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $105,270 | $0 |
| Mercer (Us) Inc Mercer Investments | INVESTMENT ADVISOR | $35,292 | not reported in the loaded dataset |