2023 Form 5500 filing — Blue Federal Credit Union Employees Earnings Sharing 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 20241013130744NAL0025855953001) for Blue Federal Credit Union Employees Earnings Sharing Plan, reported by Blue Federal Credit Union under EIN 83-0173508 and plan number 002. It reports 500 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013130744NAL0025855953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Federal Credit Union
- EIN
- 83-0173508
- Plan number
- 002
- Location
- Cheyenne, WY
- Participants
- 500
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,408,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,408,232
- Employer contributions
- $1,274,822
- Participant contributions
- $1,381,006
- Total income / additions
- $5,854,526
- Benefits paid
- $2,865,710
- Administrative expenses
- $16,599
- Total expenses
- $2,882,309
- Net increase / (decrease)
- $2,972,217
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $37,227 | not reported in the loaded dataset |