Consumers Cooperative Credit Union 401(K) Plan And Trust — Form 5500 plan (Consumers Cooperative 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 Cooperative Credit Union 401(K) Plan And Trust is a benefit plan reported by Consumers Cooperative Credit Union under EIN 36-1936022 and plan number 002. The latest loaded filing year is 2023. The filing reports 592 participants and $38,871,898 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Consumers Cooperative Credit Union
- EIN
- 36-1936022
- Plan number
- 002
- Plan type
- 2
- Location
- Gurnee, IL
- Latest filing year
- 2023
- Participants
- 592
- End-of-year plan assets
- $38,871,898
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 592 | H, C | 20240916075348NAL0001310529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,871,898
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,871,898
- Net assets (BOY)
- $35,138,803
Income & contributions
- Employer contributions
- $829,213
- Participant contributions
- $2,659,008
- Total contributions
- $3,924,004
- Total income / additions
- $9,334,961
Expenses & distributions
- Benefits paid
- $5,478,372
- Administrative expenses
- $123,494
- Total expenses
- $5,601,866
- Net increase / (decrease)
- $3,733,095
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $104,400 | $0 | 2023 |
| Members Capital Advisors , Inc. | NONE | $19,093 | not reported in the loaded dataset | 2023 |