2023 Form 5500 filing — Oneaz Credit Union Defined Benefit Pension 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 20250114152706NAL0011730643001) for Oneaz Credit Union Defined Benefit Pension Plan, reported by Oneaz Credit Union under EIN 86-0108770 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.4MReported net assets$4,361,232
Participants250
Provider compensation$155.7K1 Schedule C row(s)$155,692
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250114152706NAL0011730643001
- Plan sponsor
- Oneaz Credit Union
- EIN
- 86-0108770
- Plan number
- 001
- Location
- Phoenix, AZ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.4M total assets
Net assets$4.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,361,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,361,232
- Total income / additions
- $4,243,282
- Benefits paid
- $46,091,373
- Administrative expenses
- $155,692
- Total expenses
- $46,247,065
- Net increase / (decrease)
- -$42,003,783
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $155,692 | $0 |