2023 Form 5500 filing — Meritrust 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 20241004130010NAL0019654560001) for Meritrust Credit Union 401(K) Plan, reported by Meritrust Federal Credit Union under EIN 48-0570799 and plan number 002. It reports 499 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004130010NAL0019654560001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meritrust Federal Credit Union
- EIN
- 48-0570799
- Plan number
- 002
- Location
- Wichita, KS
- Participants
- 499
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,770,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,770,064
- Employer contributions
- $1,322,536
- Participant contributions
- $1,727,314
- Total income / additions
- $9,125,210
- Benefits paid
- $2,520,336
- Administrative expenses
- $58,759
- Total expenses
- $2,579,095
- Net increase / (decrease)
- $6,546,115
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Erisa Services Midwest LLC | SERVICE PROVIDER | $22,465 | not reported in the loaded dataset |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $14,041 |
| Morningstar | SERVICE PROVIDER | $0 | $14,041 |
| Erisa Services Midwest, LLC | TPA | $0 | $13,570 |
| Morningstar Investment Management | SERVICE PROVIDER | $6,209 | not reported in the loaded dataset |