American Eagle Financial Credit Union Incorporated Employee Savings Plan — Form 5500 plan (American Eagle Financial Credit Union Incorporated)

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, American Eagle Financial Credit Union Incorporated Employee Savings Plan is a benefit plan reported by American Eagle Financial Credit Union Incorporated under EIN 47-2559616 and plan number 003. The latest loaded filing year is 2023. The filing reports 461 participants and $63,362,712 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Eagle Financial Credit Union Incorporated
EIN
47-2559616
Plan number
003
Plan type
2
Location
East Hartford, CT
Latest filing year
2023
Participants
461
End-of-year plan assets
$63,362,712

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023461H, C20240919080815NAL0009991344001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,362,712
Total liabilities (EOY)
$0
Net assets (EOY)
$63,362,712
Net assets (BOY)
$55,692,256

Income & contributions

Employer contributions
$2,231,107
Participant contributions
$1,898,512
Total contributions
$4,229,511
Total income / additions
$12,116,856

Expenses & distributions

Benefits paid
$4,252,626
Administrative expenses
$140,562
Total expenses
$4,446,400
Net increase / (decrease)
$7,670,456

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$105,270$02023
Mercer (Us) Inc Mercer InvestmentsINVESTMENT ADVISOR$35,292not reported in the loaded dataset2023

Related Form 5500 pages