Plan5500

Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan — Form 5500 plan (Sandia Laboratory 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, Sandia Laboratory Federal Credit Union Employees' Cash Balance Pension Plan is a benefit plan reported by Sandia Laboratory Federal Credit Union under EIN 85-0113445 and plan number 001. The latest loaded filing year is 2023. The filing reports 661 participants and $103,253,380 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sandia Laboratory Federal Credit Union
EIN
85-0113445
Plan number
001
Plan type
2
Location
Albuquerque, NM
Latest filing year
2023
Participants
661
End-of-year plan assets
$103,253,380

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023661H, C20241011110343NAL0021723457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$103,253,380
Total liabilities (EOY)
$0
Net assets (EOY)
$103,253,380
Net assets (BOY)
$92,133,850

Income & contributions

Total contributions
$0
Total income / additions
$13,863,352

Expenses & distributions

Benefits paid
$2,542,515
Administrative expenses
$201,307
Total expenses
$2,743,822
Net increase / (decrease)
$11,119,530

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$183,623not reported in the loaded dataset2023
Trusteed Retirement ProgramNONE$17,684not reported in the loaded dataset2023

Related Form 5500 pages