2023 Form 5500 filing — Rally Credit Union Defined Benefit 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 20250505105304NAL0005773555001) for Rally Credit Union Defined Benefit Plan, reported by Rally Credit Union under EIN 74-1237070 and plan number 001. It reports 456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250505105304NAL0005773555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rally Credit Union
- EIN
- 74-1237070
- Plan number
- 001
- Location
- Corpus Christi, TX
- Participants
- 456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,420,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,420,676
- Total income / additions
- $7,924,873
- Benefits paid
- $4,427,277
- Administrative expenses
- $14,130
- Total expenses
- $4,441,407
- Net increase / (decrease)
- $3,483,466
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $117,996 | not reported in the loaded dataset |