Alloya Corporate Federal Credit Union Savings Retirement Plan — Form 5500 plan (Alloya Corporate Federal 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, Alloya Corporate Federal Credit Union Savings Retirement Plan is a benefit plan reported by Alloya Corporate Federal Credit Union under EIN 45-2090875 and plan number 003. The latest loaded filing year is 2023. The filing reports 269 participants and $65,962,224 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alloya Corporate Federal Credit Union
- EIN
- 45-2090875
- Plan number
- 003
- Plan type
- 2
- Location
- Naperville, IL
- Latest filing year
- 2023
- Participants
- 269
- End-of-year plan assets
- $65,962,224
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 269 | H, C | 20240717135220NAL0004462785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,962,224
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,962,224
- Net assets (BOY)
- $55,999,131
Income & contributions
- Employer contributions
- $1,604,598
- Participant contributions
- $2,386,585
- Total contributions
- $4,856,214
- Total income / additions
- $14,211,483
Expenses & distributions
- Benefits paid
- $4,149,035
- Administrative expenses
- $99,355
- Total expenses
- $4,248,390
- Net increase / (decrease)
- $9,963,093
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cerity Partners Retirement Plan | ADVISOR | $50,102 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $39,506 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,746 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alloya Corporate Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Naperville, IL
- Cerity Partners Retirement Plan — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation