2023 Form 5500 filing — Credit Union West Retirement 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 20241009153823NAL0018672881001) for Credit Union West Retirement Pension Plan, reported by Credit Union West under EIN 86-0108241 and plan number 022. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009153823NAL0018672881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Credit Union West
- EIN
- 86-0108241
- Plan number
- 022
- Location
- Glendale, AZ
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,951,548
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,951,548
- Total income / additions
- $2,223,363
- Benefits paid
- $961,884
- Administrative expenses
- $136,792
- Total expenses
- $1,098,676
- Net increase / (decrease)
- $1,124,687
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $136,792 | $0 |
| Sageview Advisory Group LLC | OTHER SERVICES | $0 | $21,561 |
| Pension Benefit Guaranty Corporatio | OTHER SERVICES | $0 | $15,648 |