2023 Form 5500 filing — Harborstone Credit Union Employee Retirement Savings 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 20241015150342NAL0030087553001) for Harborstone Credit Union Employee Retirement Savings Plan, reported by Harborstone Credit Union under EIN 91-0659059 and plan number 002. It reports 396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150342NAL0030087553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harborstone Credit Union
- EIN
- 91-0659059
- Plan number
- 002
- Location
- Tacoma, WA
- Participants
- 396
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,585,966
- Total liabilities (EOY)
- $2,163
- Net assets (EOY)
- $46,583,803
- Employer contributions
- $1,910,068
- Participant contributions
- $1,429,922
- Total income / additions
- $10,420,657
- Benefits paid
- $7,153,565
- Administrative expenses
- $80,070
- Total expenses
- $7,233,635
- Net increase / (decrease)
- $3,187,022
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dwyer Pemberton And Coulson | SERVICE PROVIDER | $21,000 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $10,131 | $9,248 |
| Pinnacle Pension Services | SERVICE PROVIDER | $7,625 | $7,219 |
| Morningstar | SERVICE PROVIDER | $0 | $9,248 |
| Morningstar Investment Management | SERVICE PROVIDER | $0 | not reported in the loaded dataset |