University Of Virginia Community Credit Union, Inc. 401(K) Plan And Trust — Form 5500 plan (University Of Virginia Community Credit Union, Inc.)

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, University Of Virginia Community Credit Union, Inc. 401(K) Plan And Trust is a benefit plan reported by University Of Virginia Community Credit Union, Inc. under EIN 54-0674170 and plan number 002. The latest loaded filing year is 2023. The filing reports 334 participants and $34,155,497 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Of Virginia Community Credit Union, Inc.
EIN
54-0674170
Plan number
002
Plan type
2
Location
Charlottesville, VA
Latest filing year
2023
Participants
334
End-of-year plan assets
$34,155,497

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023334H, C20241010155154NAL0020474097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,155,497
Total liabilities (EOY)
$0
Net assets (EOY)
$34,155,497
Net assets (BOY)
$28,927,560

Income & contributions

Employer contributions
$1,759,972
Participant contributions
$1,453,022
Total contributions
$3,664,188
Total income / additions
$8,466,092

Expenses & distributions

Benefits paid
$3,117,657
Administrative expenses
$120,498
Total expenses
$3,238,155
Net increase / (decrease)
$5,227,937

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$91,386$02023
Members Capital Advisors, Inc.NONE$29,112not reported in the loaded dataset2023

Related Form 5500 pages