Plan5500

Meritrust Federal Credit Union Retirement Plan — Form 5500 plan (Meritrust 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, Meritrust Federal Credit Union Retirement Plan is a benefit plan reported by Meritrust Federal Credit Union under EIN 48-0570799 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $5,279,464 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Meritrust Federal Credit Union
EIN
48-0570799
Plan number
001
Plan type
2
Location
Wichita, KS
Latest filing year
2023
Participants
137
End-of-year plan assets
$5,279,464

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20240923140552NAL0015533904001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,279,464
Total liabilities (EOY)
$0
Net assets (EOY)
$5,279,464
Net assets (BOY)
$13,281,866

Income & contributions

Total contributions
$0
Total income / additions
$1,011,315

Expenses & distributions

Benefits paid
$9,010,407
Administrative expenses
$3,310
Total expenses
$9,013,717
Net increase / (decrease)
-$8,002,402

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance And AnnuiSERVICE PROVIDER$0$18,1202023
MorningstarSERVICE PROVIDER$0$12,0802023
Erisa Services Midwest, LLCTHIRD PARTY ADMINISTRATO$0$6,8472023

Related Form 5500 pages