Bmi Federal Credit Union 401(K) Plan — Form 5500 plan (Bmi 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, Bmi Federal Credit Union 401(K) Plan is a benefit plan reported by Bmi Federal Credit Union under EIN 31-4379741 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $18,075,005 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bmi Federal Credit Union
- EIN
- 31-4379741
- Plan number
- 001
- Plan type
- 2
- Location
- Dublin, OH
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $18,075,005
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241003133642NAL0017168960001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,075,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,075,005
- Net assets (BOY)
- $16,120,934
Income & contributions
- Employer contributions
- $594,448
- Participant contributions
- $613,995
- Total contributions
- $1,232,775
- Total income / additions
- $4,012,393
Expenses & distributions
- Benefits paid
- $2,052,587
- Administrative expenses
- $5,735
- Total expenses
- $2,058,322
- Net increase / (decrease)
- $1,954,071
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $67,613 | not reported in the loaded dataset | 2023 |