Plan5500

Utilities Employees Credit Union Employee Benefit 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 Employee Benefit Plan is a benefit plan reported by Utilities Employees Credit Union under EIN 23-1278971 and plan number 501. The latest loaded filing year is 2023. The filing reports 84 participants and $175,713 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
501
Plan type
2
Location
Wyomissing, PA
Latest filing year
2023
Participants
84
End-of-year plan assets
$175,713

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202384I, C20240726073125NAL0008770643001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$175,713
Total liabilities (EOY)
$99,048
Net assets (EOY)
$76,665
Net assets (BOY)
$162,317

Income & contributions

Employer contributions
$916,881
Participant contributions
$183,725
Total income / additions
$1,121,251

Expenses & distributions

Benefits paid
$794,686
Administrative expenses
$15,669
Total expenses
$1,206,903
Net increase / (decrease)
-$85,652

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Patriot (Power-Kunkle Group, Inc.)BROKER$34,155not reported in the loaded dataset2023
The Benecon GroupBROKER$19,589not reported in the loaded dataset2023
Highmark Blue Shield (Central)ADMIN$15,669not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$5,527not reported in the loaded dataset2023

Related Form 5500 pages