Plan5500

Tropical Financial Credit Union Employees' Pension Plan — Form 5500 plan (Tropical Financial 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, Tropical Financial Credit Union Employees' Pension Plan is a benefit plan reported by Tropical Financial Credit Union under EIN 59-0637653 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $7,458,372 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tropical Financial Credit Union
EIN
59-0637653
Plan number
001
Plan type
2
Location
Miramar, FL
Latest filing year
2023
Participants
150
End-of-year plan assets
$7,458,372

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20250711133800NAL0004703011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,458,372
Total liabilities (EOY)
$0
Net assets (EOY)
$7,458,372
Net assets (BOY)
$7,037,436

Income & contributions

Total contributions
$0
Total income / additions
$1,242,651

Expenses & distributions

Benefits paid
$804,304
Administrative expenses
$17,411
Total expenses
$821,715
Net increase / (decrease)
$420,936

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Triad Hybrid Solutions, LLCRETANINED BY EMPLOYER$13,045not reported in the loaded dataset2023

Related Form 5500 pages