2023 Form 5500 filing — Bethpage Federal Credit Union Pension 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 20241008165624NAL0018027905001) for Bethpage Federal Credit Union Pension Plan, reported by Bethpage Federal Credit Union under EIN 11-1525965 and plan number 001. It reports 577 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008165624NAL0018027905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bethpage Federal Credit Union
- EIN
- 11-1525965
- Plan number
- 001
- Location
- Bethpage, NY
- Participants
- 577
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $105,271,520
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $105,271,520
- Total income / additions
- $10,694,831
- Benefits paid
- $2,995,476
- Administrative expenses
- $154,369
- Total expenses
- $3,149,845
- Net increase / (decrease)
- $7,544,986
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab | NONE | $75,201 | not reported in the loaded dataset |
| First State Trust Company | NONE | $54,342 | $0 |
| Capital One | NONE | $24,826 | not reported in the loaded dataset |