Blue Federal Credit Union Employees Earnings Sharing Plan — Form 5500 plan (Blue 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, Blue Federal Credit Union Employees Earnings Sharing Plan is a benefit plan reported by Blue Federal Credit Union under EIN 83-0173508 and plan number 002. The latest loaded filing year is 2023. The filing reports 500 participants and $21,408,232 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Federal Credit Union
- EIN
- 83-0173508
- Plan number
- 002
- Plan type
- 2
- Location
- Cheyenne, WY
- Latest filing year
- 2023
- Participants
- 500
- End-of-year plan assets
- $21,408,232
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 500 | H, C | 20241013130744NAL0025855953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,408,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,408,232
- Net assets (BOY)
- $18,436,015
Income & contributions
- Employer contributions
- $1,274,822
- Participant contributions
- $1,381,006
- Total contributions
- $2,727,487
- Total income / additions
- $5,854,526
Expenses & distributions
- Benefits paid
- $2,865,710
- Administrative expenses
- $16,599
- Total expenses
- $2,882,309
- Net increase / (decrease)
- $2,972,217
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $37,227 | not reported in the loaded dataset | 2023 |