2023 Form 5500 filing — Idaho Central 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 20241112131343NAL0009286275001) for Idaho Central Credit Union Cash Balance Defined Benefit Plan And Trust, reported by Idaho Central Credit Union under EIN 82-0217065 and plan number 001. It reports 1,657 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241112131343NAL0009286275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Idaho Central Credit Union
- EIN
- 82-0217065
- Plan number
- 001
- Location
- Chubbuck, ID
- Participants
- 1,657
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,163,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,163,499
- Employer contributions
- $10,000,000
- Total income / additions
- $21,460,859
- Benefits paid
- $671,238
- Administrative expenses
- $154,910
- Total expenses
- $826,148
- Net increase / (decrease)
- $20,634,711
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services | CONSULTANT | $130,766 | not reported in the loaded dataset |
| Fid Mgmt Trust Co | NONE | $24,144 | not reported in the loaded dataset |