Plan5500

Centris Federal Credit Union Retirement Plan — Form 5500 plan (Centris 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, Centris Federal Credit Union Retirement Plan is a benefit plan reported by Centris Federal Credit Union under EIN 47-0376036 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $33,640,236 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Centris Federal Credit Union
EIN
47-0376036
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
195
End-of-year plan assets
$33,640,236

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20250114150142NAL0011006787001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,640,236
Total liabilities (EOY)
$0
Net assets (EOY)
$33,640,236
Net assets (BOY)
$32,017,228

Income & contributions

Total contributions
$0
Total income / additions
$2,659,647

Expenses & distributions

Benefits paid
$943,424
Administrative expenses
$93,215
Total expenses
$1,036,639
Net increase / (decrease)
$1,623,008

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$58,215$02023
Grove Point Advisors, LLCINVESTMENT ADVISORY$35,000not reported in the loaded dataset2023

Related Form 5500 pages