2023 Form 5500 filing — State Department Federal Credit Union Defined Benefit Pension 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 20241015180748NAL0029339953001) for State Department Federal Credit Union Defined Benefit Pension Plan And Trust, reported by State Department Fcu under EIN 53-0197045 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180748NAL0029339953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- State Department Fcu
- EIN
- 53-0197045
- Plan number
- 001
- Location
- Alexandria, VA
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,684,022
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,684,022
- Total income / additions
- $10,052,450
- Benefits paid
- $1,396,141
- Administrative expenses
- $239,473
- Total expenses
- $1,635,614
- Net increase / (decrease)
- $8,416,836
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Trust Company | TRUSTEE | $155,500 | not reported in the loaded dataset |
| H Beck Inc | NONE | $83,973 | not reported in the loaded dataset |