Marine Credit Union 401(K) Plan — Form 5500 plan (Marine 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, Marine Credit Union 401(K) Plan is a benefit plan reported by Marine Credit Union under EIN 39-0827305 and plan number 002. The latest loaded filing year is 2023. The filing reports 648 participants and $32,389,599 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marine Credit Union
- EIN
- 39-0827305
- Plan number
- 002
- Plan type
- 2
- Location
- La Crosse, WI
- Latest filing year
- 2023
- Participants
- 648
- End-of-year plan assets
- $32,389,599
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 648 | H, C | 20241011155741NAL0011150547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,389,599
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,389,599
- Net assets (BOY)
- $25,898,612
Income & contributions
- Employer contributions
- $1,025,509
- Participant contributions
- $2,516,663
- Total contributions
- $4,105,509
- Total income / additions
- $9,349,836
Expenses & distributions
- Benefits paid
- $2,701,489
- Administrative expenses
- $104,456
- Total expenses
- $2,858,849
- Net increase / (decrease)
- $6,490,987
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Grove Point Investments LLC | INVESTMENT ADVISOR | $33,753 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,129 | $0 | 2023 |
| Grove Point Financial, LLC | NONE | $13,662 | not reported in the loaded dataset | 2023 |
| The Standard Insurance Company | NONE | $13,357 | $0 | 2023 |
| Cliftonlarsonallen Llp | AUDITOR | $10,494 | not reported in the loaded dataset | 2023 |
| Roland Criss | NONE | $8,220 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,841 | not reported in the loaded dataset | 2023 |
| Thomas R Mclaughlin Dba Trmsolution | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marine Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in La Crosse, WI
- Grove Point Investments LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Grove Point Financial, LLC — Schedule C compensation
- The Standard Insurance Company — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Roland Criss — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Thomas R Mclaughlin Dba Trmsolution — Schedule C compensation