Retirement Plan For Employees Of La Capitol Federal Credit Union — Form 5500 plan (La Capitol 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, Retirement Plan For Employees Of La Capitol Federal Credit Union is a benefit plan reported by La Capitol Federal Credit Union under EIN 72-6020667 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $113,699,360 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- La Capitol Federal Credit Union
- EIN
- 72-6020667
- Plan number
- 001
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
- Participants
- 241
- End-of-year plan assets
- $113,699,360
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 241 | H, C | 20241004111357NAL0012136161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $113,699,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $113,699,360
- Net assets (BOY)
- $97,160,790
Income & contributions
- Employer contributions
- $3,500,000
- Total contributions
- $3,500,000
- Total income / additions
- $18,734,938
Expenses & distributions
- Benefits paid
- $1,962,695
- Administrative expenses
- $233,673
- Total expenses
- $2,196,368
- Net increase / (decrease)
- $16,538,570
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $140,204 | $0 | 2023 |
| Members Capital Advisors, Inc. | NONE | $93,469 | not reported in the loaded dataset | 2023 |