2023 Form 5500 filing — Tinker Federal Credit Union Target Benefit 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 20241003163030NAL0005923171001) for Tinker Federal Credit Union Target Benefit Plan, reported by Tinker Federal Credit Union under EIN 73-0560023 and plan number 002. It reports 775 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003163030NAL0005923171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tinker Federal Credit Union
- EIN
- 73-0560023
- Plan number
- 002
- Location
- Tinker Afb, OK
- Participants
- 775
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,529,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,529,766
- Employer contributions
- $1,527,211
- Total income / additions
- $3,248,510
- Benefits paid
- $1,167,890
- Administrative expenses
- $19,335
- Total expenses
- $1,187,225
- Net increase / (decrease)
- $2,061,285
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $29,232 | not reported in the loaded dataset |
| Alliant Retirement Consulting | NONE | $6,677 | not reported in the loaded dataset |