2023 Form 5500 filing — Sunmark Credit Union Cash Balance Retirement Pension 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 20241014152804NAL0026566769001) for Sunmark Credit Union Cash Balance Retirement Pension Plan, reported by Sunmark Credit Union under EIN 14-1364933 and plan number 022. It reports 361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$27.1MReported net assets$27,145,147

Participants361

Provider compensation$294.6K3 Schedule C row(s)$294,649

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014152804NAL0026566769001
Plan sponsor: Sunmark Credit Union
EIN: 14-1364933
Plan number: 022
Location: Latham, NY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$27.1M total assets

Net assets$27.1MLiabilities$0

Money in vs. money out

Total income / additions$2.5M

Total expenses$1M

Benefits paid / distributions$846.4K

Full reported line items

Total assets (EOY): $27,145,147
Total liabilities (EOY): $0
Net assets (EOY): $27,145,147
Total income / additions: $2,516,329
Benefits paid: $846,369
Administrative expenses: $198,474
Total expenses: $1,044,843
Net increase / (decrease): $1,471,486

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$276.5K
CONTRACT ADMINISTRATOR · Direct $198.5K · Indirect $78K
2
Global Retirement Partners LLC$13.1K
INVESTMENT ADVISORY · Direct $0 · Indirect $13.1K
3
Sunmark Credit Union$5K
OTHER SERVICES · Direct $0 · Indirect $5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014152804NAL0026566769001 cover?: It is the 2023 Form 5500 filing for Sunmark Credit Union Cash Balance Retirement Pension Plan, reported by Sunmark Credit Union (EIN 14-1364933).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).