Plan5500

Metro Credit Union Pension Plan — Form 5500 plan (Metro 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, Metro Credit Union Pension Plan is a benefit plan reported by Metro Credit Union under EIN 04-1695745 and plan number 002. The latest loaded filing year is 2023. The filing reports 147 participants and $5,699,690 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Metro Credit Union
EIN
04-1695745
Plan number
002
Plan type
2
Location
Chelsea, MA
Latest filing year
2023
Participants
147
End-of-year plan assets
$5,699,690

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20241003113811NAL0019523186001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,699,690
Total liabilities (EOY)
$0
Net assets (EOY)
$5,699,690
Net assets (BOY)
$5,351,092

Income & contributions

Total contributions
$0
Total income / additions
$596,538

Expenses & distributions

Benefits paid
$237,527
Administrative expenses
$10,413
Total expenses
$247,940
Net increase / (decrease)
$348,598

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Great-West Life & Annuity InsuranceRECORDKEEPER$7,500$02023
The Angell Pension Group, Inc.ACTUARY$2,913not reported in the loaded dataset2023
Reliance Trust CompanyNONE$0$02023

Related Form 5500 pages