Tinker Federal Credit Union Target Benefit Plan — Form 5500 plan (Tinker 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, Tinker Federal Credit Union Target Benefit Plan is a benefit plan reported by Tinker Federal Credit Union under EIN 73-0560023 and plan number 002. The latest loaded filing year is 2023. The filing reports 775 participants and $13,529,766 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tinker Federal Credit Union
- EIN
- 73-0560023
- Plan number
- 002
- Plan type
- 2
- Location
- Tinker Afb, OK
- Latest filing year
- 2023
- Participants
- 775
- End-of-year plan assets
- $13,529,766
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 775 | H, C | 20241003163030NAL0005923171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,529,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,529,766
- Net assets (BOY)
- $11,468,481
Income & contributions
- Employer contributions
- $1,527,211
- Total contributions
- $1,527,211
- Total income / additions
- $3,248,510
Expenses & distributions
- Benefits paid
- $1,167,890
- Administrative expenses
- $19,335
- Total expenses
- $1,187,225
- Net increase / (decrease)
- $2,061,285
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $29,232 | not reported in the loaded dataset | 2023 |
| Alliant Retirement Consulting | NONE | $6,677 | not reported in the loaded dataset | 2023 |