Midflorida Credit Union Retirement Pension Plan — Form 5500 plan (Midflorida 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, Midflorida Credit Union Retirement Pension Plan is a benefit plan reported by Midflorida Credit Union under EIN 59-6194363 and plan number 001. The latest loaded filing year is 2023. The filing reports 748 participants and $124,959,178 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Midflorida Credit Union
- EIN
- 59-6194363
- Plan number
- 001
- Plan type
- 2
- Location
- Lakeland, FL
- Latest filing year
- 2023
- Participants
- 748
- End-of-year plan assets
- $124,959,178
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 748 | H, C | 20241015135226NAL0028646801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $124,959,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $124,959,178
- Net assets (BOY)
- $112,527,909
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $14,536,085
Expenses & distributions
- Benefits paid
- $2,060,262
- Administrative expenses
- $44,554
- Total expenses
- $2,104,816
- Net increase / (decrease)
- $12,431,269
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $0 | $41,345 | 2023 |
| Raymond James Financial Services | SERVICE PROVIDER | $0 | $34,380 | 2023 |
| Nearman Maynard Vallez Cpas | SERVICE PROVIDER | $10,600 | $0 | 2023 |