Connexus Credit Union 401(K) Plan — Form 5500 plan (Connexus 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, Connexus Credit Union 401(K) Plan is a benefit plan reported by Connexus Credit Union under EIN 39-0263945 and plan number 002. The latest loaded filing year is 2023. The filing reports 752 participants and $41,260,371 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Connexus Credit Union
- EIN
- 39-0263945
- Plan number
- 002
- Plan type
- 2
- Location
- Wausau, WI
- Latest filing year
- 2023
- Participants
- 752
- End-of-year plan assets
- $41,260,371
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 752 | H, C | 20241011170705NAL0023302961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,260,371
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,260,371
- Net assets (BOY)
- $33,034,337
Income & contributions
- Employer contributions
- $3,175,081
- Participant contributions
- $3,628,971
- Total contributions
- $7,217,693
- Total income / additions
- $13,145,701
Expenses & distributions
- Benefits paid
- $4,798,906
- Administrative expenses
- $110,577
- Total expenses
- $4,919,667
- Net increase / (decrease)
- $8,226,034
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $80,177 | $0 | 2023 |
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Connexus Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Wausau, WI
- Empower Annuity Insurance Company O — Schedule C compensation
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation