Educators Credit Union 401(K) Plan & Trust — Form 5500 plan (Educators 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, Educators Credit Union 401(K) Plan & Trust is a benefit plan reported by Educators Credit Union under EIN 39-0555293 and plan number 002. The latest loaded filing year is 2023. The filing reports 676 participants and $65,401,517 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Educators Credit Union
- EIN
- 39-0555293
- Plan number
- 002
- Plan type
- 2
- Location
- Mt. Pleasant, WI
- Latest filing year
- 2023
- Participants
- 676
- End-of-year plan assets
- $65,401,517
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 676 | H, C | 20240726110610NAL0015864481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,401,517
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,401,517
- Net assets (BOY)
- $55,074,478
Income & contributions
- Employer contributions
- $3,779,350
- Participant contributions
- $2,199,156
- Total contributions
- $6,027,846
- Total income / additions
- $14,119,916
Expenses & distributions
- Benefits paid
- $3,784,033
- Administrative expenses
- $8,844
- Total expenses
- $3,792,877
- Net increase / (decrease)
- $10,327,039
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ppg Retirement Plan Services | TPA | $8,530 | $0 | 2023 |