Truity Federal Credit Union Capital Accumulation Plan — Form 5500 plan (Truity 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, Truity Federal Credit Union Capital Accumulation Plan is a benefit plan reported by Truity Federal Credit Union under EIN 73-0561962 and plan number 033. The latest loaded filing year is 2023. The filing reports 258 participants and $29,340,848 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Truity Federal Credit Union
- EIN
- 73-0561962
- Plan number
- 033
- Plan type
- 2
- Location
- Bartlesville, OK
- Latest filing year
- 2023
- Participants
- 258
- End-of-year plan assets
- $29,340,848
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H, C | 20241002133409NAL0008323793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,340,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,340,848
- Net assets (BOY)
- $24,564,666
Income & contributions
- Employer contributions
- $1,130,305
- Participant contributions
- $1,070,399
- Total contributions
- $2,226,250
- Total income / additions
- $6,665,601
Expenses & distributions
- Benefits paid
- $1,832,664
- Administrative expenses
- $56,755
- Total expenses
- $1,889,419
- Net increase / (decrease)
- $4,776,182
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $52,375 | $0 | 2023 |