2023 Form 5500 filing — Triangle Credit Union Cash Balance Defined Benefit Plan And Trust
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 20241015085255NAL0029063825001) for Triangle Credit Union Cash Balance Defined Benefit Plan And Trust, reported by Triangle Credit Union under EIN 02-0223137 and plan number 001. It reports 173 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)$10.8MReported net assets$10,777,465
Participants173
Provider compensation$34.4K1 Schedule C row(s)$34,442
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015085255NAL0029063825001
- Plan sponsor
- Triangle Credit Union
- EIN
- 02-0223137
- Plan number
- 001
- Location
- Nashua, NH
- Received date
- not reported in the loaded dataset
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)$10.8M total assets
Net assets$10.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,777,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,777,465
- Total income / additions
- $1,270,131
- Benefits paid
- $1,221,955
- Administrative expenses
- $34,442
- Total expenses
- $1,256,397
- Net increase / (decrease)
- $13,734
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $34,442 | $0 |