Campus Usa Credit Union 401(K) Plan — Form 5500 plan (Campus Usa 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, Campus Usa Credit Union 401(K) Plan is a benefit plan reported by Campus Usa Credit Union under EIN 59-0637646 and plan number 002. The latest loaded filing year is 2023. The filing reports 452 participants and $36,120,302 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Campus Usa Credit Union
- EIN
- 59-0637646
- Plan number
- 002
- Plan type
- 2
- Location
- Jonesville, FL
- Latest filing year
- 2023
- Participants
- 452
- End-of-year plan assets
- $36,120,302
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 452 | H, C | 20241015085932NAL0027886673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,120,302
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,120,302
- Net assets (BOY)
- $29,263,799
Income & contributions
- Employer contributions
- $1,188,238
- Participant contributions
- $1,804,555
- Total contributions
- $3,117,946
- Total income / additions
- $8,198,999
Expenses & distributions
- Benefits paid
- $1,246,136
- Administrative expenses
- $96,360
- Total expenses
- $1,342,496
- Net increase / (decrease)
- $6,856,503
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $96,347 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Campus Usa Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jonesville, FL
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation