2023 Form 5500 filing — University First Federal Credit Union 401(K) 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 20240930171312NAL0005838545001) for University First Federal Credit Union 401(K) Retirement Plan, reported by University First Federal Credit Union under EIN 87-0234218 and plan number 002. It reports 558 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930171312NAL0005838545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University First Federal Credit Union
- EIN
- 87-0234218
- Plan number
- 002
- Location
- Salt Lake City, UT
- Participants
- 558
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,645,441
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,645,441
- Employer contributions
- $2,872,771
- Participant contributions
- $822,469
- Total income / additions
- $8,045,555
- Benefits paid
- $885,612
- Administrative expenses
- $140,712
- Total expenses
- $1,034,505
- Net increase / (decrease)
- $7,011,050
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $69,980 | $0 |
| D A Davidson & Co | INVESTMENT ADVISORY- PLAN | $63,347 | not reported in the loaded dataset |
| National Benefit Services, LLC | RECORDKEEPER | $6,469 | $0 |