2023 Form 5500 filing — Avadian Credit Union Defined Benefit 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 20241014151729NAL0045057680001) for Avadian Credit Union Defined Benefit Plan, reported by Avadian Credit Union under EIN 63-0207315 and plan number 001. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151729NAL0045057680001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avadian Credit Union
- EIN
- 63-0207315
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,800,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,800,007
- Total income / additions
- $4,158,595
- Benefits paid
- $1,095,165
- Administrative expenses
- $113,299
- Total expenses
- $1,208,464
- Net increase / (decrease)
- $2,950,131
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | NONE | $47,580 | not reported in the loaded dataset |
| Standard Retirement Services | NONE | $29,667 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $20,000 | $0 |
| Gallagher Benefit Services, Inc. | NONE | $16,053 | not reported in the loaded dataset |