Utilities Employees Credit Union 401(K) Plan — Form 5500 plan (Utilities Employees 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, Utilities Employees Credit Union 401(K) Plan is a benefit plan reported by Utilities Employees Credit Union under EIN 23-1278971 and plan number 002. The latest loaded filing year is 2023. The filing reports 140 participants and $18,984,789 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Utilities Employees Credit Union
- EIN
- 23-1278971
- Plan number
- 002
- Plan type
- 2
- Location
- Wyomissing, PA
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $18,984,789
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20240927170947NAL0002434385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,984,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,984,789
- Net assets (BOY)
- $16,443,436
Income & contributions
- Employer contributions
- $642,991
- Participant contributions
- $664,008
- Total contributions
- $1,609,758
- Total income / additions
- $4,579,164
Expenses & distributions
- Benefits paid
- $2,022,544
- Administrative expenses
- $15,267
- Total expenses
- $2,037,811
- Net increase / (decrease)
- $2,541,353
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $15,267 | $0 | 2023 |