Credit Human Federal Credit Union 401(K) Plan — Form 5500 plan (Credit Human 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, Credit Human Federal Credit Union 401(K) Plan is a benefit plan reported by Credit Human Federal Credit Union under EIN 74-0956027 and plan number 002. The latest loaded filing year is 2023. The filing reports 878 participants and $30,542,141 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Credit Human Federal Credit Union
- EIN
- 74-0956027
- Plan number
- 002
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 878
- End-of-year plan assets
- $30,542,141
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 878 | H, C | 20241003164001NAL0010916433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,542,141
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,542,141
- Net assets (BOY)
- $27,824,945
Income & contributions
- Participant contributions
- $1,934,783
- Total contributions
- $2,094,874
- Total income / additions
- $6,557,312
Expenses & distributions
- Benefits paid
- $3,832,948
- Administrative expenses
- $7,168
- Total expenses
- $3,840,116
- Net increase / (decrease)
- $2,717,196
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab Bank | NONE | $0 | $11,991 | 2023 |
| Milliman, Inc. | NONE | $7,168 | not reported in the loaded dataset | 2023 |