2023 Form 5500 filing — Royal Credit Union 401(K) 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 20240920112805NAL0007418737001) for Royal Credit Union 401(K) Plan, reported by Royal Credit Union under EIN 39-6072970 and plan number 011. It reports 1,075 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920112805NAL0007418737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Royal Credit Union
- EIN
- 39-6072970
- Plan number
- 011
- Location
- Eau Claire, WI
- Participants
- 1,075
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,426,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $85,426,612
- Employer contributions
- $3,310,742
- Participant contributions
- $5,981,798
- Total income / additions
- $23,960,538
- Benefits paid
- $4,868,165
- Administrative expenses
- $245,305
- Total expenses
- $5,113,470
- Net increase / (decrease)
- $18,847,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $143,641 | not reported in the loaded dataset |
| Orgel Wealth Management | NONE | $101,664 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $18,834 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |