Patriot Federal Credit Union Retirement Pension Plan — Form 5500 plan (Patriot 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, Patriot Federal Credit Union Retirement Pension Plan is a benefit plan reported by Patriot Federal Credit Union under EIN 25-1150379 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $52,797,054 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Patriot Federal Credit Union
- EIN
- 25-1150379
- Plan number
- 001
- Plan type
- 2
- Location
- Chambersburg, PA
- Latest filing year
- 2023
- Participants
- 264
- End-of-year plan assets
- $52,797,054
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 264 | H, C | 20241011122252NAL0044274978001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,797,054
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,797,054
- Net assets (BOY)
- $52,603,553
Income & contributions
- Employer contributions
- $194
- Total contributions
- $194
- Total income / additions
- $1,367,033
Expenses & distributions
- Benefits paid
- $1,048,448
- Administrative expenses
- $125,084
- Total expenses
- $1,173,532
- Net increase / (decrease)
- $193,501
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $99,450 | $0 | 2023 |
| Mml Investors Services LLC | INVESTMENT ADVISORY | $0 | $31,423 | 2023 |