2023 Form 5500 filing — Campus Usa Credit Union 401(K) 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 20241015085932NAL0027886673001) for Campus Usa Credit Union 401(K) Plan, reported by Campus Usa Credit Union under EIN 59-0637646 and plan number 002. It reports 452 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015085932NAL0027886673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Campus Usa Credit Union
- EIN
- 59-0637646
- Plan number
- 002
- Location
- Jonesville, FL
- Participants
- 452
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,120,302
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,120,302
- Employer contributions
- $1,188,238
- Participant contributions
- $1,804,555
- Total income / additions
- $8,198,999
- Benefits paid
- $1,246,136
- Administrative expenses
- $96,360
- Total expenses
- $1,342,496
- Net increase / (decrease)
- $6,856,503
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $96,347 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |