Service Federal Credit Union Retirement Pension Plan — Form 5500 plan (Service Federal Credit Union)
Plain-English plan 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, Service Federal Credit Union Retirement Pension Plan is a benefit plan reported by Service Federal Credit Union under EIN 02-0240752 and plan number 022. The latest loaded filing year is 2023. The filing reports 583 participants and $53,129,265 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Service Federal Credit Union
- EIN
- 02-0240752
- Plan number
- 022
- Plan type
- 2
- Location
- Portsmouth, NH
- Latest filing year
- 2023
- Participants
- 583
- End-of-year plan assets
- $53,129,265
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 583 | H, C | 20241008190643NAL0029544528001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,129,265
- Total liabilities (EOY)
- $69,826
- Net assets (EOY)
- $53,059,439
- Net assets (BOY)
- $47,345,917
Income & contributions
- Total contributions
- $0
- Total income / additions
- $6,818,925
Expenses & distributions
- Benefits paid
- $1,035,577
- Administrative expenses
- $69,826
- Total expenses
- $1,105,403
- Net increase / (decrease)
- $5,713,522
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $0 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |