Charter Oak Federal Credit Union Retirement Plan For Union Employees — Form 5500 plan (Charter Oak 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, Charter Oak Federal Credit Union Retirement Plan For Union Employees is a benefit plan reported by Charter Oak Federal Credit Union under EIN 06-0659509 and plan number 002. The latest loaded filing year is 2023. The filing reports 162 participants and $4,090,388 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charter Oak Federal Credit Union
- EIN
- 06-0659509
- Plan number
- 002
- Plan type
- 2
- Location
- Waterford, CT
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $4,090,388
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20240927160934NAL0001182147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,090,388
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,090,388
- Net assets (BOY)
- $3,479,576
Income & contributions
- Employer contributions
- $241,100
- Total contributions
- $241,664
- Total income / additions
- $778,789
Expenses & distributions
- Benefits paid
- $146,295
- Administrative expenses
- $21,682
- Total expenses
- $167,977
- Net increase / (decrease)
- $610,812
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $13,485 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $8,273 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group Inc | CONTRACT ADMINISTRATOR | $500 | not reported in the loaded dataset | 2023 |