Plan5500

Credit Union National Association Inc. Retirement Pension Plan — Form 5500 plan (Credit Union National Association Inc.)

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, Credit Union National Association Inc. Retirement Pension Plan is a benefit plan reported by Credit Union National Association Inc. under EIN 23-7065623 and plan number 022. The latest loaded filing year is 2023. The filing reports 199 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Credit Union National Association Inc.
EIN
23-7065623
Plan number
022
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
199
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023199H, C20240416121659NAL0000724656001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$22,971,448

Income & contributions

Total contributions
$0
Total income / additions
$369,847

Expenses & distributions

Benefits paid
$23,334,804
Administrative expenses
$6,491
Total expenses
$23,341,295
Net increase / (decrease)
-$22,971,448

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$3,245$02023
Members Capital Advisors, Inc.NONE$3,245not reported in the loaded dataset2023

Related Form 5500 pages