2023 Form 5500 filing — Canvas Credit Union 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 20241012103742NAL0013278051001) for Canvas Credit Union Savings Plan, reported by Canvas Credit Union under EIN 84-6023137 and plan number 002. It reports 929 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012103742NAL0013278051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Canvas Credit Union
- EIN
- 84-6023137
- Plan number
- 002
- Location
- Lone Tree, CO
- Participants
- 929
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,018,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,018,521
- Employer contributions
- $1,689,798
- Participant contributions
- $3,592,505
- Total income / additions
- $14,207,261
- Benefits paid
- $3,279,165
- Administrative expenses
- $154,501
- Total expenses
- $3,492,198
- Net increase / (decrease)
- $10,715,063
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $154,500 | $0 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $86,189 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |