2023 Form 5500 filing — Centris Federal 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 20241230084337NAL0017083585001) for Centris Federal Credit Union 401(K) Plan, reported by Centris Federal Credit Union under EIN 47-0376036 and plan number 003. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241230084337NAL0017083585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Centris Federal Credit Union
- EIN
- 47-0376036
- Plan number
- 003
- Location
- Omaha, NE
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,329,969
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,329,969
- Employer contributions
- $698,129
- Participant contributions
- $1,246,766
- Total income / additions
- $4,475,487
- Benefits paid
- $786,703
- Administrative expenses
- $91,684
- Total expenses
- $884,875
- Net increase / (decrease)
- $3,590,612
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $91,684 | $0 |
| Grove Point Advisors, LLC | INVESTMENT ADVISORY | $0 | $25,000 |
| Roland Criss Fiduciary Services | CONSULTANT | $0 | $8,000 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |