Consumers Credit Union Defined Benefit Plan And Trust — Form 5500 plan (Consumers 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, Consumers Credit Union Defined Benefit Plan And Trust is a benefit plan reported by Consumers Credit Union under EIN 36-1936022 and plan number 001. The latest loaded filing year is 2023. The filing reports 496 participants and $207,314,726 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Consumers Credit Union
EIN
36-1936022
Plan number
001
Plan type
2
Location
Lake Forest, IL
Latest filing year
2023
Participants
496
End-of-year plan assets
$207,314,726

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023496H, C20240913070040NAL0011274401001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$207,314,726
Total liabilities (EOY)
$0
Net assets (EOY)
$207,314,726
Net assets (BOY)
$180,246,797

Income & contributions

Total contributions
$0
Total income / additions
$28,588,467

Expenses & distributions

Benefits paid
$1,272,634
Administrative expenses
$247,904
Total expenses
$1,520,538
Net increase / (decrease)
$27,067,929

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$172,602$02023
Members Capital Advisors, Inc.NONE$75,302not reported in the loaded dataset2023

Related Form 5500 pages