2023 Form 5500 filing — Bmi Federal 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 20241003133642NAL0017168960001) for Bmi Federal Credit Union 401(K) Plan, reported by Bmi Federal Credit Union under EIN 31-4379741 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$18.1MReported net assets$18,075,005
Participants125
Provider compensation$67.6K1 Schedule C row(s)$67,613
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003133642NAL0017168960001
- Plan sponsor
- Bmi Federal Credit Union
- EIN
- 31-4379741
- Plan number
- 001
- Location
- Dublin, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$18.1M total assets
Net assets$18.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $18,075,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,075,005
- Employer contributions
- $594,448
- Participant contributions
- $613,995
- Total income / additions
- $4,012,393
- Benefits paid
- $2,052,587
- Administrative expenses
- $5,735
- Total expenses
- $2,058,322
- Net increase / (decrease)
- $1,954,071
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $67,613 | not reported in the loaded dataset |