2023 Form 5500 filing — Credit Union Retirement Plan Association 401(K) 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 20241011140932NAL0038966400001) for Credit Union Retirement Plan Association 401(K) Plan, reported by Credit Union Retirement Plan Association under EIN 35-2491258 and plan number 333. It reports 27,337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011140932NAL0038966400001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Credit Union Retirement Plan Association
- EIN
- 35-2491258
- Plan number
- 333
- Location
- Milwaukee, WI
- Participants
- 27,337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,808,742,704
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,808,742,704
- Employer contributions
- $71,635,839
- Participant contributions
- $84,177,192
- Total income / additions
- $425,075,068
- Benefits paid
- $135,463,501
- Administrative expenses
- $3,453,097
- Total expenses
- $138,916,598
- Net increase / (decrease)
- $286,158,470
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $3,099,759 | $0 |
| Board Of Trustees Of Retirement Pro | NONE | $255,608 | not reported in the loaded dataset |
| Plan Administration Committee | NONE | $97,730 | not reported in the loaded dataset |