2023 Form 5500 filing — Metro Credit Union Pension 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 20241003113811NAL0019523186001) for Metro Credit Union Pension Plan, reported by Metro Credit Union under EIN 04-1695745 and plan number 002. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003113811NAL0019523186001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Metro Credit Union
- EIN
- 04-1695745
- Plan number
- 002
- Location
- Chelsea, MA
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,699,690
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,699,690
- Total income / additions
- $596,538
- Benefits paid
- $237,527
- Administrative expenses
- $10,413
- Total expenses
- $247,940
- Net increase / (decrease)
- $348,598
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $7,500 | $0 |
| The Angell Pension Group, Inc. | ACTUARY | $2,913 | not reported in the loaded dataset |
| Reliance Trust Company | NONE | $0 | $0 |