Broadview Retirement Savings Plan — Form 5500 plan (Broadview 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, Broadview Retirement Savings Plan is a benefit plan reported by Broadview Federal Credit Union under EIN 14-1338566 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,170 participants and $215,860,874 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Broadview Federal Credit Union
EIN
14-1338566
Plan number
003
Plan type
2
Location
Albany, NY
Latest filing year
2023
Participants
1,170
End-of-year plan assets
$215,860,874

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,170H, C20241015081718NAL0027813345001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$215,860,874
Total liabilities (EOY)
$0
Net assets (EOY)
$215,860,874
Net assets (BOY)
$71,150,499

Income & contributions

Employer contributions
$9,585,674
Participant contributions
$8,468,253
Total contributions
$18,761,719
Total income / additions
$45,087,733

Expenses & distributions

Benefits paid
$17,011,386
Administrative expenses
$91,982
Total expenses
$17,141,971
Net increase / (decrease)
$27,945,762

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$91,982$02023

Related Form 5500 pages