2023 Form 5500 filing — Centris Federal Credit Union Retirement 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 20250114150142NAL0011006787001) for Centris Federal Credit Union Retirement Plan, reported by Centris Federal Credit Union under EIN 47-0376036 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250114150142NAL0011006787001
Filing year
2023
Form type
2
Plan sponsor
Centris Federal Credit Union
EIN
47-0376036
Plan number
001
Location
Omaha, NE
Participants
195
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$33,640,236
Total liabilities (EOY)
$0
Net assets (EOY)
$33,640,236
Total income / additions
$2,659,647
Benefits paid
$943,424
Administrative expenses
$93,215
Total expenses
$1,036,639
Net increase / (decrease)
$1,623,008
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$58,215$0
Grove Point Advisors, LLCINVESTMENT ADVISORY$35,000not reported in the loaded dataset

Related Form 5500 pages