2023 Form 5500 filing — Clearview Federal Credit Union 401(K) 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 20241018095931NAL0034128977001) for Clearview Federal Credit Union 401(K) Plan And Trust, reported by Clearview Federal Credit Union under EIN 52-6051818 and plan number 001. It reports 438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241018095931NAL0034128977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clearview Federal Credit Union
- EIN
- 52-6051818
- Plan number
- 001
- Location
- Moon Township, PA
- Participants
- 438
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,675,378
- Net assets (EOY)
- $24,675,378
- Employer contributions
- $785,028
- Participant contributions
- $1,374,008
- Total income / additions
- $5,895,249
- Benefits paid
- $4,603,146
- Administrative expenses
- $107,818
- Total expenses
- $4,713,290
- Net increase / (decrease)
- $1,181,959
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $107,631 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $66,676 | $0 |
| Definiti | CONTRACT ADMIN | $13,206 | $14,194 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $56 | $0 |