Charter Oak Federal Credit Union Retirement Plan — 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 is a benefit plan reported by Charter Oak Federal Credit Union under EIN 06-0659509 and plan number 004. The latest loaded filing year is 2023. The filing reports 191 participants and $33,043,633 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
- 004
- Plan type
- 2
- Location
- Waterford, CT
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $33,043,633
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20240731100435NAL0048176018001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,043,633
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,043,633
- Net assets (BOY)
- $29,206,129
Income & contributions
- Employer contributions
- $1,002,853
- Participant contributions
- $1,214,971
- Total contributions
- $2,217,824
- Total income / additions
- $6,978,500
Expenses & distributions
- Benefits paid
- $3,041,057
- Administrative expenses
- $100,510
- Total expenses
- $3,140,996
- Net increase / (decrease)
- $3,837,504
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $72,549 | not reported in the loaded dataset | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $27,961 | $0 | 2023 |