2023 Form 5500 filing — O Bee 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 20250320154723NAL0010088208001) for O Bee Credit Union 401(K) Plan, reported by O Bee Credit Union under EIN 91-0639210 and plan number 002. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250320154723NAL0010088208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- O Bee Credit Union
- EIN
- 91-0639210
- Plan number
- 002
- Location
- Tumwater, WA
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,174,173
- Net assets (EOY)
- $12,174,173
- Employer contributions
- $986,422
- Participant contributions
- $562,099
- Total income / additions
- $3,196,531
- Benefits paid
- $1,072,628
- Administrative expenses
- $7,779
- Total expenses
- $1,080,407
- Net increase / (decrease)
- $2,116,124
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $18,689 | $2,551 |
| Hunnex And Shoemaker, Inc. | TPA | $12,476 | $0 |
| Brinker Capital Investments | FINANCIAL ADVISOR | $2,551 | $0 |