Sun Federal Credit Union Defined Benefit Plan And Trust — Form 5500 plan (Sun 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, Sun Federal Credit Union Defined Benefit Plan And Trust is a benefit plan reported by Sun Federal Credit Union under EIN 34-1300434 and plan number 003. The latest loaded filing year is 2023. The filing reports 169 participants and $22,640,178 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sun Federal Credit Union
EIN
34-1300434
Plan number
003
Plan type
2
Location
Maumee, OH
Latest filing year
2023
Participants
169
End-of-year plan assets
$22,640,178

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20250204120015NAL0014822032001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,640,178
Total liabilities (EOY)
$0
Net assets (EOY)
$22,640,178
Net assets (BOY)
$21,788,648

Income & contributions

Total contributions
$0
Total income / additions
$3,377,712

Expenses & distributions

Benefits paid
$2,487,147
Administrative expenses
$39,035
Total expenses
$2,526,182
Net increase / (decrease)
$851,530

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$39,035$02023

Related Form 5500 pages