Idaho Central Credit Union Cash Balance Defined Benefit Plan And Trust — Form 5500 plan (Idaho Central 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, Idaho Central Credit Union Cash Balance Defined Benefit Plan And Trust is a benefit plan reported by Idaho Central Credit Union under EIN 82-0217065 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,657 participants and $86,163,499 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Idaho Central Credit Union
EIN
82-0217065
Plan number
001
Plan type
2
Location
Chubbuck, ID
Latest filing year
2023
Participants
1,657
End-of-year plan assets
$86,163,499

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,657H, C20241112131343NAL0009286275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$86,163,499
Total liabilities (EOY)
$0
Net assets (EOY)
$86,163,499
Net assets (BOY)
$65,528,788

Income & contributions

Employer contributions
$10,000,000
Total contributions
$10,000,000
Total income / additions
$21,460,859

Expenses & distributions

Benefits paid
$671,238
Administrative expenses
$154,910
Total expenses
$826,148
Net increase / (decrease)
$20,634,711

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gallagher Benefit ServicesCONSULTANT$130,766not reported in the loaded dataset2023
Fid Mgmt Trust CoNONE$24,144not reported in the loaded dataset2023

Related Form 5500 pages