2023 Form 5500 filing — Truity Federal Credit Union Capital Accumulation 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 20241002133409NAL0008323793001) for Truity Federal Credit Union Capital Accumulation Plan, reported by Truity Federal Credit Union under EIN 73-0561962 and plan number 033. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002133409NAL0008323793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Truity Federal Credit Union
- EIN
- 73-0561962
- Plan number
- 033
- Location
- Bartlesville, OK
- Participants
- 258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,340,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,340,848
- Employer contributions
- $1,130,305
- Participant contributions
- $1,070,399
- Total income / additions
- $6,665,601
- Benefits paid
- $1,832,664
- Administrative expenses
- $56,755
- Total expenses
- $1,889,419
- Net increase / (decrease)
- $4,776,182
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $52,375 | $0 |