2023 Form 5500 filing — Telhio Credit Union, Inc. Retirement Savings 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 20241011140057NAL0010994963001) for Telhio Credit Union, Inc. Retirement Savings Plan, reported by Telhio Credit Union. Inc. under EIN 31-4154280 and plan number 002. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011140057NAL0010994963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Telhio Credit Union. Inc.
- EIN
- 31-4154280
- Plan number
- 002
- Location
- Columbus, OH
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,701,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,701,579
- Employer contributions
- $846,217
- Participant contributions
- $1,170,517
- Total income / additions
- $4,613,596
- Benefits paid
- $1,675,465
- Administrative expenses
- $19,603
- Total expenses
- $1,695,068
- Net increase / (decrease)
- $2,918,528
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | SERVICE PROVIDER | $0 | $45,015 |
| Trinity Pension Consultants | TPA | $0 | $8,852 |
| Hammerman, Graf, Hughes | SERVICE PROVIDER | $5,995 | not reported in the loaded dataset |
| Voya Retirement Insurance And Annui | RECORD KEEPING | $605 | $0 |