Plan5500

Unify Financial Credit Union Pension Plan — Form 5500 plan (Unify Financial 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, Unify Financial Credit Union Pension Plan is a benefit plan reported by Unify Financial Credit Union under EIN 34-6541032 and plan number 001. The latest loaded filing year is 2023. The filing reports 593 participants and $87,298,635 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unify Financial Credit Union
EIN
34-6541032
Plan number
001
Plan type
2
Location
Torrance, CA
Latest filing year
2023
Participants
593
End-of-year plan assets
$87,298,635

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023593H, C20241002113410NAL0008719009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$87,298,635
Total liabilities (EOY)
$0
Net assets (EOY)
$87,298,635
Net assets (BOY)
$79,707,027

Income & contributions

Total contributions
$0
Total income / additions
$9,516,347

Expenses & distributions

Benefits paid
$1,517,400
Administrative expenses
$407,339
Total expenses
$1,924,739
Net increase / (decrease)
$7,591,608

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inst Asset Mgmt Trust CoINV MGMT$350,411not reported in the loaded dataset2023

Related Form 5500 pages