2023 Form 5500 filing — Air Force Federal Credit Union Retirement Plan And Trust
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 20241003142729NAL0005779795001) for Air Force Federal Credit Union Retirement Plan And Trust, reported by Air Force Federal Credit Union under EIN 74-1181644 and plan number 001. It reports 123 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)$22.3MReported net assets$22,340,827
Participants123
Provider compensation$19.1K2 Schedule C row(s)$19,147
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003142729NAL0005779795001
- Plan sponsor
- Air Force Federal Credit Union
- EIN
- 74-1181644
- Plan number
- 001
- Location
- San Antonio, TX
- 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)$22.3M total assets
Net assets$22.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $22,340,827
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,340,827
- Total income / additions
- $2,758,989
- Benefits paid
- $984,691
- Administrative expenses
- $19,147
- Total expenses
- $1,003,838
- Net increase / (decrease)
- $1,755,151
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Members Capital Advisors, Inc. | NONE | $15,956 | not reported in the loaded dataset |
| Cmfg Life Insurance Company | NONE | $3,191 | $0 |