Homeland Credit Union, Inc. Employee Health & Welfare Benefit Plan — Form 5500 plan (Homeland Credit Union, 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, Homeland Credit Union, Inc. Employee Health & Welfare Benefit Plan is a benefit plan reported by Homeland Credit Union, Inc. under EIN 31-0395830 and plan number 501. The latest loaded filing year is 2023. The filing reports 82 participants and $23,834 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$23.1KPlan net assets, end of year$23,130
Participants82Covered participants reported
Assets / participant$291Computed: assets ÷ participants$291 (computed)
Provider compensationNone reported
- Plan sponsor
- Homeland Credit Union, Inc.
- EIN
- 31-0395830
- Plan number
- 501
- Plan type
- 2
- Location
- Chillicothe, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 82 | I | 20240613100945NAL0065850818001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$23.8K total assets
Net assets$23.1KLiabilities$704
Full reported line items
Net assets
- Total assets (EOY)
- $23,834
- Total liabilities (EOY)
- $704
- Net assets (EOY)
- $23,130
- Net assets (BOY)
- -$60,294
Income & contributions
- Employer contributions
- $771,213
- Participant contributions
- $255,564
- Total income / additions
- $1,026,777
Expenses & distributions
- Benefits paid
- $908,113
- Administrative expenses
- $35,240
- Total expenses
- $943,353
- Net increase / (decrease)
- $83,424
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.