2023 Form 5500 filing — Utilities Employees 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 20240927170947NAL0002434385001) for Utilities Employees Credit Union 401(K) Plan, reported by Utilities Employees Credit Union under EIN 23-1278971 and plan number 002. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927170947NAL0002434385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Utilities Employees Credit Union
- EIN
- 23-1278971
- Plan number
- 002
- Location
- Wyomissing, PA
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,984,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,984,789
- Employer contributions
- $642,991
- Participant contributions
- $664,008
- Total income / additions
- $4,579,164
- Benefits paid
- $2,022,544
- Administrative expenses
- $15,267
- Total expenses
- $2,037,811
- Net increase / (decrease)
- $2,541,353
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $15,267 | $0 |