Directed Account Plan — Form 5500 plan (Communityamerica 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, Directed Account Plan is a benefit plan reported by Communityamerica Credit Union under EIN 44-6015072 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,761 participants and $591,924,662 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Communityamerica Credit Union
- EIN
- 44-6015072
- Plan number
- 002
- Plan type
- 2
- Location
- Lenexa, KS
- Latest filing year
- 2023
- Participants
- 2,761
- End-of-year plan assets
- $591,924,662
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,761 | H, C | 20240906043440NAL0000423379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $591,924,662
- Total liabilities (EOY)
- $51,353
- Net assets (EOY)
- $591,873,309
- Net assets (BOY)
- $561,847,351
Income & contributions
- Employer contributions
- $5,064,190
- Participant contributions
- $6,576,156
- Total contributions
- $13,649,601
- Total income / additions
- $90,423,234
Expenses & distributions
- Benefits paid
- $59,402,728
- Administrative expenses
- $711,032
- Total expenses
- $60,397,276
- Net increase / (decrease)
- $30,025,958
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Executive Director | EMPLOYEE | $182,244 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORD KEEPER | $181,294 | $0 | 2023 |
| Fiducient Advisors LLC | CONSULTANT | $95,000 | not reported in the loaded dataset | 2023 |
| Ima Financial Group | FIDUCIARY LIABIL INSURER | $51,485 | not reported in the loaded dataset | 2023 |
| Paragon Office Property Group LLC | LANDLORD | $39,924 | not reported in the loaded dataset | 2023 |
| Uhy Llp | ACCOUNTING | $33,250 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $24,958 | not reported in the loaded dataset | 2023 |
| Vincent Lombardi | ADVISOR | $21,497 | not reported in the loaded dataset | 2023 |
| Hs2 Benefits | CONSULTANT | $18,000 | not reported in the loaded dataset | 2023 |
| Brian Wells | ADVISOR | $14,931 | not reported in the loaded dataset | 2023 |
| Uhy Advisors, Mo Inc. | ACCOUNTING | $10,175 | not reported in the loaded dataset | 2023 |
| Thompson Coburn Llp | LAW FIRM | $9,761 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Communityamerica Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Lenexa, KS
- Executive Director — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Ima Financial Group — Schedule C compensation
- Paragon Office Property Group LLC — Schedule C compensation
- Uhy Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Vincent Lombardi — Schedule C compensation
- Hs2 Benefits — Schedule C compensation
- Brian Wells — Schedule C compensation
- Uhy Advisors, Mo Inc. — Schedule C compensation
- Thompson Coburn Llp — Schedule C compensation