Credit Union One Capital Accumulation Plan — Form 5500 plan (Credit Union One)
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 One Capital Accumulation Plan is a benefit plan reported by Credit Union One under EIN 38-0536242 and plan number 033. The latest loaded filing year is 2023. The filing reports 457 participants and $27,589,772 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Credit Union One
- EIN
- 38-0536242
- Plan number
- 033
- Plan type
- 2
- Location
- Ferndale, MI
- Latest filing year
- 2023
- Participants
- 457
- End-of-year plan assets
- $27,589,772
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 457 | H, C | 20241015163936NAL0015094323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,589,772
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,589,772
- Net assets (BOY)
- $23,242,068
Income & contributions
- Employer contributions
- $459,401
- Participant contributions
- $1,690,241
- Total contributions
- $2,980,907
- Total income / additions
- $6,678,502
Expenses & distributions
- Benefits paid
- $2,239,957
- Administrative expenses
- $90,841
- Total expenses
- $2,330,798
- Net increase / (decrease)
- $4,347,704
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $53,380 | $0 | 2023 |
| Hantz Financial Services Inc | INVESTMENT ADVISOR | $36,557 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $904 | not reported in the loaded dataset | 2023 |