2023 Form 5500 filing — Truliant Federal Credit Union 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 20250725161834NAL0003288131001) for Truliant Federal Credit Union Pension Plan, reported by Truliant Federal Credit Union under EIN 56-0582032 and plan number 001. It reports 992 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250725161834NAL0003288131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Truliant Federal Credit Union
- EIN
- 56-0582032
- Plan number
- 001
- Location
- Winston Salem, NC
- Participants
- 992
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,013,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,013,508
- Total income / additions
- $17,729,175
- Benefits paid
- $1,273,761
- Administrative expenses
- $153,042
- Total expenses
- $1,426,803
- Net increase / (decrease)
- $16,302,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $80,165 | $0 |
| Members Capital Advisors, Inc. | NONE | $72,877 | not reported in the loaded dataset |