Credit Union Retirement Plan Association 401(K) Plan — Form 5500 plan (Credit Union Retirement Plan Association)
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, Credit Union Retirement Plan Association 401(K) Plan is a benefit plan reported by Credit Union Retirement Plan Association under EIN 35-2491258 and plan number 333. The latest loaded filing year is 2023. The filing reports 27,337 participants and $1,808,742,704 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Credit Union Retirement Plan Association
- EIN
- 35-2491258
- Plan number
- 333
- Plan type
- 3
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 27,337
- End-of-year plan assets
- $1,808,742,704
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27,337 | H, C | 20241011140932NAL0038966400001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,808,742,704
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,808,742,704
- Net assets (BOY)
- $1,451,909,858
Income & contributions
- Employer contributions
- $71,635,839
- Participant contributions
- $84,177,192
- Total contributions
- $165,838,209
- Total income / additions
- $425,075,068
Expenses & distributions
- Benefits paid
- $135,463,501
- Administrative expenses
- $3,453,097
- Total expenses
- $138,916,598
- Net increase / (decrease)
- $286,158,470
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $3,099,759 | $0 | 2023 |
| Board Of Trustees Of Retirement Pro | NONE | $255,608 | not reported in the loaded dataset | 2023 |
| Plan Administration Committee | NONE | $97,730 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Credit Union Retirement Plan Association
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Cmfg Life Insurance Company — Schedule C compensation
- Board Of Trustees Of Retirement Pro — Schedule C compensation
- Plan Administration Committee — Schedule C compensation