2023 Form 5500 filing — Texas Trust Credit Union Employees' 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 20240924113050NAL0017403120001) for Texas Trust Credit Union Employees' 401(K) Plan, reported by Texas Trust Credit Union under EIN 75-0763606 and plan number 003. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924113050NAL0017403120001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Texas Trust Credit Union
- EIN
- 75-0763606
- Plan number
- 003
- Location
- Mansfield, TX
- Participants
- 407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,210,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,210,884
- Employer contributions
- $4,970
- Participant contributions
- $1,218,751
- Total income / additions
- $3,658,132
- Benefits paid
- $1,889,199
- Administrative expenses
- $33,630
- Total expenses
- $1,928,219
- Net increase / (decrease)
- $1,729,913
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $79,614 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, LLC | NONE | $14,944 | not reported in the loaded dataset |