Forum Credit Union Group Benefit Plan — Form 5500 plan (Forum 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, Forum Credit Union Group Benefit Plan is a benefit plan reported by Forum Credit Union under EIN 35-0779057 and plan number 509. The latest loaded filing year is 2023. The filing reports 309 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)Not reported
Participants309Covered participants reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
Forum Credit Union
EIN
35-0779057
Plan number
509
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202330920240614161116NAL0015487827001

Reported financial statement

This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages