Indiana University Credit Union 401(K) Plan — Form 5500 plan (Indiana University 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, Indiana University Credit Union 401(K) Plan is a benefit plan reported by Indiana University Credit Union under EIN 35-0987917 and plan number 002. The latest loaded filing year is 2023. The filing reports 252 participants and $42,280,266 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Indiana University Credit Union
- EIN
- 35-0987917
- Plan number
- 002
- Plan type
- 2
- Location
- Bloomington, IN
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $42,280,266
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20241007080914NAL0015797473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,280,266
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,280,266
- Net assets (BOY)
- $35,149,262
Income & contributions
- Employer contributions
- $1,100,344
- Participant contributions
- $832,047
- Total contributions
- $1,934,140
- Total income / additions
- $9,696,322
Expenses & distributions
- Benefits paid
- $2,628,977
- Administrative expenses
- -$63,659
- Total expenses
- $2,565,318
- Net increase / (decrease)
- $7,131,004
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$63,659 | $0 | 2023 |