Eglin Federal Credit Union Retirement Plan — Form 5500 plan (Eglin 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, Eglin Federal Credit Union Retirement Plan is a benefit plan reported by Eglin Federal Credit Union under EIN 59-0724728 and plan number 001. The latest loaded filing year is 2023. The filing reports 462 participants and $69,609,323 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eglin Federal Credit Union
- EIN
- 59-0724728
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Walton Beach, FL
- Latest filing year
- 2023
- Participants
- 462
- End-of-year plan assets
- $69,609,323
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 462 | H, C | 20241015093704NAL0029149553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,609,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,609,323
- Net assets (BOY)
- $61,521,269
Income & contributions
- Employer contributions
- $3,923,100
- Total contributions
- $3,923,100
- Total income / additions
- $9,751,443
Expenses & distributions
- Benefits paid
- $1,504,369
- Administrative expenses
- $159,020
- Total expenses
- $1,663,389
- Net increase / (decrease)
- $8,088,054
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $159,020 | $0 | 2023 |
| Mml Investors Services LLC | INVESTMENT ADVISORY | $0 | $122,686 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eglin Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Walton Beach, FL
- Principal Life Insurance Company — Schedule C compensation
- Mml Investors Services LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation