Greylock Pension Plan — Form 5500 plan (Greylock 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, Greylock Pension Plan is a benefit plan reported by Greylock Federal Credit Union under EIN 04-2230576 and plan number 001. The latest loaded filing year is 2023. The filing reports 336 participants and $31,927,976 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greylock Federal Credit Union
- EIN
- 04-2230576
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsfield, MA
- Latest filing year
- 2023
- Participants
- 336
- End-of-year plan assets
- $31,927,976
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 336 | H, C | 20240731142346NAL0012766243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,927,976
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,927,976
- Net assets (BOY)
- $28,243,885
Income & contributions
- Employer contributions
- $1,855,693
- Total contributions
- $1,855,693
- Total income / additions
- $6,553,394
Expenses & distributions
- Benefits paid
- $2,867,016
- Administrative expenses
- $2,287
- Total expenses
- $2,869,303
- Net increase / (decrease)
- $3,684,091
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $24,000 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,286 | $0 | 2023 |