2023 Form 5500 filing — Washington State Employees Credit Union 401(K) Plan And Trust
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 20241011151955NAL0012688307001) for Washington State Employees Credit Union 401(K) Plan And Trust, reported by Washington State Employees Credit Union under EIN 91-0683062 and plan number 002. It reports 1,104 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011151955NAL0012688307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Washington State Employees Credit Union
- EIN
- 91-0683062
- Plan number
- 002
- Location
- Olympia, WA
- Participants
- 1,104
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $123,556,723
- Total liabilities (EOY)
- $12,026
- Net assets (EOY)
- $123,544,697
- Employer contributions
- $5,030,950
- Participant contributions
- $5,384,148
- Total income / additions
- $28,764,652
- Benefits paid
- $5,603,839
- Administrative expenses
- $146,368
- Total expenses
- $5,750,207
- Net increase / (decrease)
- $23,014,445
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Plan Services | NONE | $79,899 | not reported in the loaded dataset |
| Pacific Portfolio Consulting | SERVICE PROVIDER | $66,459 | not reported in the loaded dataset |