Educators Credit Union Wrap Plan — 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 Wrap Plan is a benefit plan reported by Educators Credit Union under EIN 39-0555293 and plan number 510. The latest loaded filing year is 2023. The filing reports 537 participants and not reported in the loaded dataset 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
- 510
- Plan type
- 2
- Location
- Mt. Pleasant, WI
- Latest filing year
- 2023
- Participants
- 537
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 537 | C | 20240724114953NAL0028217378001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr,Inc. | CLAIMS PROCESSING | $324,058 | $0 | 2023 |
| Lockton Companies,LLC | BROKER | $127,969 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Wisconsin | THIRD PARTY ADMIN | $19,469 | not reported in the loaded dataset | 2023 |
| Carpenter Rowland Batenburg | INS AGENT OR BROKER | $5,075 | not reported in the loaded dataset | 2023 |
| Rxbenefits, Inc. | CLAIMS PROCESSING | $3,159 | not reported in the loaded dataset | 2023 |
| The Health Plan Of The Upper Ohio | RECORDKEEPING | $1,110 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Educators Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Mt. Pleasant, WI
- Umr,Inc. — Schedule C compensation
- Lockton Companies,LLC — Schedule C compensation
- Delta Dental Of Wisconsin — Schedule C compensation
- Carpenter Rowland Batenburg — Schedule C compensation
- Rxbenefits, Inc. — Schedule C compensation
- The Health Plan Of The Upper Ohio — Schedule C compensation