Texas Trust Credit Union Retirement Income Plan — Form 5500 plan (Texas Trust 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, Texas Trust Credit Union Retirement Income Plan is a benefit plan reported by Texas Trust Credit Union under EIN 75-0763606 and plan number 002. The latest loaded filing year is 2023. The filing reports 357 participants and $78,632,142 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Trust Credit Union
- EIN
- 75-0763606
- Plan number
- 002
- Plan type
- 2
- Location
- Mansfield, TX
- Latest filing year
- 2023
- Participants
- 357
- End-of-year plan assets
- $78,632,142
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 357 | H, C | 20240925150438NAL0014911169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $78,632,142
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,632,142
- Net assets (BOY)
- $69,238,531
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $10,712,527
Expenses & distributions
- Benefits paid
- $1,257,554
- Administrative expenses
- $61,362
- Total expenses
- $1,318,916
- Net increase / (decrease)
- $9,393,611
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $264,219 | not reported in the loaded dataset | 2023 |