2023 Form 5500 filing — Charter Oak Federal Credit Union Retirement Plan For Union Employees
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 20240927160934NAL0001182147001) for Charter Oak Federal Credit Union Retirement Plan For Union Employees, reported by Charter Oak Federal Credit Union under EIN 06-0659509 and plan number 002. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927160934NAL0001182147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charter Oak Federal Credit Union
- EIN
- 06-0659509
- Plan number
- 002
- Location
- Waterford, CT
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,090,388
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,090,388
- Employer contributions
- $241,100
- Total income / additions
- $778,789
- Benefits paid
- $146,295
- Administrative expenses
- $21,682
- Total expenses
- $167,977
- Net increase / (decrease)
- $610,812
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $13,485 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $8,273 | not reported in the loaded dataset |
| The Angell Pension Group Inc | CONTRACT ADMINISTRATOR | $500 | not reported in the loaded dataset |