2023 Form 5500 filing — Connexus Credit Union 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 20241011170705NAL0023302961001) for Connexus Credit Union 401(K) Plan, reported by Connexus Credit Union under EIN 39-0263945 and plan number 002. It reports 752 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011170705NAL0023302961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Connexus Credit Union
- EIN
- 39-0263945
- Plan number
- 002
- Location
- Wausau, WI
- Participants
- 752
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,260,371
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,260,371
- Employer contributions
- $3,175,081
- Participant contributions
- $3,628,971
- Total income / additions
- $13,145,701
- Benefits paid
- $4,798,906
- Administrative expenses
- $110,577
- Total expenses
- $4,919,667
- Net increase / (decrease)
- $8,226,034
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $80,177 | $0 |
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |