2023 Form 5500 filing — Global 401(K) Retirement 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 20241010173851NAL0011789619001) for Global 401(K) Retirement Plan, reported by Global Federal Credit Union under EIN 92-0019874 and plan number 004. It reports 2,635 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$130.7MReported net assets$130,662,081
Participants2.6K2,635
Provider compensation$286.9K2 Schedule C row(s)$286,933
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010173851NAL0011789619001
Plan sponsor
Global Federal Credit Union
EIN
92-0019874
Plan number
004
Location
Anchorage, AK
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$130.7M total assets
Net assets$130.7MLiabilities$0
Money in vs. money out
Total income / additions$34.4M
Total expenses$17.7M
Benefits paid / distributions$17.4M
Contributions
Employer$6M
Participant$9M
Full reported line items
Total assets (EOY)
$130,662,081
Total liabilities (EOY)
$0
Net assets (EOY)
$130,662,081
Employer contributions
$5,959,609
Participant contributions
$9,044,747
Total income / additions
$34,372,497
Benefits paid
$17,425,727
Administrative expenses
$286,933
Total expenses
$17,712,660
Net increase / (decrease)
$16,659,837

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cmfg Life Insurance CompanyNONE$186,390$0
Members Capital Advisors, Inc. DbaNONE$100,543not reported in the loaded dataset

Related Form 5500 pages