Westconsin Credit Union Capital Accumulation Plan — Form 5500 plan (Westconsin 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, Westconsin Credit Union Capital Accumulation Plan is a benefit plan reported by Westconsin Credit Union under EIN 39-0823125 and plan number 033. The latest loaded filing year is 2023. The filing reports 545 participants and $65,426,820 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westconsin Credit Union
- EIN
- 39-0823125
- Plan number
- 033
- Plan type
- 2
- Location
- Menomonie, WI
- Latest filing year
- 2023
- Participants
- 545
- End-of-year plan assets
- $65,426,820
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 545 | H, C | 20240926075120NAL0000201395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,426,820
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,426,820
- Net assets (BOY)
- $54,896,056
Income & contributions
- Employer contributions
- $3,347,882
- Participant contributions
- $2,012,775
- Total contributions
- $5,736,524
- Total income / additions
- $15,572,426
Expenses & distributions
- Benefits paid
- $4,834,672
- Administrative expenses
- $206,990
- Total expenses
- $5,041,662
- Net increase / (decrease)
- $10,530,764
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $182,921 | $0 | 2023 |
| Board Of Trustees Of Retirement | NONE | $9,907 | not reported in the loaded dataset | 2023 |