2023 Form 5500 filing — Suffolk Federal Credit Union And Credit Union Services LLC 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 20241015072547NAL0014192387001) for Suffolk Federal Credit Union And Credit Union Services LLC Cash Balance Retirement Pension Plan, reported by Suffolk Credit Union under EIN 11-2200411 and plan number 022. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015072547NAL0014192387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Suffolk Credit Union
- EIN
- 11-2200411
- Plan number
- 022
- Location
- Medford, NY
- Participants
- 123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,836,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,836,157
- Total income / additions
- $796,870
- Benefits paid
- $592,021
- Administrative expenses
- $63,012
- Total expenses
- $655,033
- Net increase / (decrease)
- $141,837
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Pension Advisors | NONE | $25,616 | not reported in the loaded dataset |
| Sentinel Benefits Group, LLC | NONE | $25,588 | not reported in the loaded dataset |