2023 Form 5500 filing — Sandia Laboratory Federal Credit Union Employees' Cash Balance 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 20241011110343NAL0021723457001) for Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan, reported by Sandia Laboratory Federal Credit Union under EIN 85-0113445 and plan number 001. It reports 661 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110343NAL0021723457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sandia Laboratory Federal Credit Union
- EIN
- 85-0113445
- Plan number
- 001
- Location
- Albuquerque, NM
- Participants
- 661
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,253,380
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $103,253,380
- Total income / additions
- $13,863,352
- Benefits paid
- $2,542,515
- Administrative expenses
- $201,307
- Total expenses
- $2,743,822
- Net increase / (decrease)
- $11,119,530
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $183,623 | not reported in the loaded dataset |
| Trusteed Retirement Program | NONE | $17,684 | not reported in the loaded dataset |