2023 Form 5500 filing — Esl 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 20241010125859NAL0010002211001) for Esl Federal Credit Union Pension Plan, reported by Esl Federal Credit Union under EIN 16-1490324 and plan number 002. It reports 1,037 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010125859NAL0010002211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Esl Federal Credit Union
- EIN
- 16-1490324
- Plan number
- 002
- Location
- Rochester, NY
- Participants
- 1,037
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,067,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,067,100
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $1,399,611
- Benefits paid
- $23,704,667
- Administrative expenses
- $1,424,386
- Total expenses
- $25,129,053
- Net increase / (decrease)
- -$23,729,442
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pricewaterhousecoopers Llp | NONE | $173,050 | not reported in the loaded dataset |
| Cobblestone Capital Advisors LLC | NONE | $103,214 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $28,992 | $0 |
| Charles Schwab & Co., Inc. | NONE | $145 | $0 |