Bank-Fund Staff Federal Credit Union Employee Retirement Plan — Form 5500 plan (Bank-Fund Staff 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, Bank-Fund Staff Federal Credit Union Employee Retirement Plan is a benefit plan reported by Bank-Fund Staff Federal Credit Union under EIN 53-0209950 and plan number 002. The latest loaded filing year is 2023. The filing reports 475 participants and $88,200,195 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bank-Fund Staff Federal Credit Union
- EIN
- 53-0209950
- Plan number
- 002
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 475
- End-of-year plan assets
- $88,200,195
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 475 | H, C | 20240924120202NAL0017448496003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,200,195
- Net assets (EOY)
- $88,200,195
- Net assets (BOY)
- $71,708,801
Income & contributions
- Employer contributions
- $3,451,104
- Participant contributions
- $2,877,393
- Total contributions
- $6,557,328
- Total income / additions
- $19,613,436
Expenses & distributions
- Benefits paid
- $2,953,976
- Administrative expenses
- $168,066
- Total expenses
- $3,122,042
- Net increase / (decrease)
- $16,491,394
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial - Rpcp | NONE | $77,109 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $50,070 | not reported in the loaded dataset | 2023 |
| Lpl Financial - Ipa | NONE | $25,092 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | NONE | $15,645 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bank-Fund Staff Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Lpl Financial - Rpcp — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Lpl Financial - Ipa — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation