2023 Form 5500 filing — Retirement Plan For Employees Of La Capitol Federal Credit Union
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 20241004111357NAL0012136161001) for Retirement Plan For Employees Of La Capitol Federal Credit Union, reported by La Capitol Federal Credit Union under EIN 72-6020667 and plan number 001. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004111357NAL0012136161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- La Capitol Federal Credit Union
- EIN
- 72-6020667
- Plan number
- 001
- Location
- Baton Rouge, LA
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $113,699,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $113,699,360
- Employer contributions
- $3,500,000
- Total income / additions
- $18,734,938
- Benefits paid
- $1,962,695
- Administrative expenses
- $233,673
- Total expenses
- $2,196,368
- Net increase / (decrease)
- $16,538,570
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $140,204 | $0 |
| Members Capital Advisors, Inc. | NONE | $93,469 | not reported in the loaded dataset |