Plan5500

State Department Federal Credit Union Defined Benefit Pension Plan And Trust — Form 5500 plan (State Department Fcu)

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, State Department Federal Credit Union Defined Benefit Pension Plan And Trust is a benefit plan reported by State Department Fcu under EIN 53-0197045 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $78,684,022 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
State Department Fcu
EIN
53-0197045
Plan number
001
Plan type
2
Location
Alexandria, VA
Latest filing year
2023
Participants
207
End-of-year plan assets
$78,684,022

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023207H, C20241015180748NAL0029339953001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$78,684,022
Total liabilities (EOY)
$0
Net assets (EOY)
$78,684,022
Net assets (BOY)
$70,267,186

Income & contributions

Total contributions
$0
Total income / additions
$10,052,450

Expenses & distributions

Benefits paid
$1,396,141
Administrative expenses
$239,473
Total expenses
$1,635,614
Net increase / (decrease)
$8,416,836

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pentegra Trust CompanyTRUSTEE$155,500not reported in the loaded dataset2023
H Beck IncNONE$83,973not reported in the loaded dataset2023

Related Form 5500 pages