2023 Form 5500 filing — Star One Credit Union Retirement 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 20240920154836NAL0004573955001) for Star One Credit Union Retirement Plan, reported by Star One Credit Union under EIN 94-6069237 and plan number 002. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920154836NAL0004573955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Star One Credit Union
- EIN
- 94-6069237
- Plan number
- 002
- Location
- Sunnyvale, CA
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,480,309
- Total liabilities (EOY)
- $134,314
- Net assets (EOY)
- $72,345,995
- Employer contributions
- $2,750,000
- Total income / additions
- $12,601,107
- Benefits paid
- $3,184,159
- Administrative expenses
- $179,055
- Total expenses
- $3,363,214
- Net increase / (decrease)
- $9,237,893
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $126,686 | $16,292 |
| Taddei, Ludwig & Associates Inc. | NONE | $52,369 | not reported in the loaded dataset |
| Reliance | NONE | $0 | $11,345 |