2023 Form 5500 filing — Metro Credit Union 401(K) Safe Harbor 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 20241003131841NAL0005736947001) for Metro Credit Union 401(K) Safe Harbor Plan, reported by Metro Cu Federal Credit Union under EIN 47-6026142 and plan number 002. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003131841NAL0005736947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Metro Cu Federal Credit Union
- EIN
- 47-6026142
- Plan number
- 002
- Location
- Omaha, NE
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,919,218
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,919,218
- Employer contributions
- $287,776
- Participant contributions
- $419,716
- Total income / additions
- $2,212,825
- Benefits paid
- $270,663
- Administrative expenses
- $40,626
- Total expenses
- $321,671
- Net increase / (decrease)
- $1,891,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $43,938 | $0 |
| Global Retirements Partners LLC | INVESTMENT ADVISOR | $11,566 | $0 |
| Convergence Wealth LLC | INVESTMENT ADVISOR | $8,846 | $0 |
| Benefit Plans Inc | CONTRACT ADMIN | $997 | $5,273 |
| Securities America Advisors | OTHER | $2,720 | $0 |
| Kelley Financial Services Inc | CONTRACT ADMIN | $0 | $1,133 |