Plan5500

Credit Union West Retirement Pension Plan — Form 5500 plan (Credit Union West)

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 Union West Retirement Pension Plan is a benefit plan reported by Credit Union West under EIN 86-0108241 and plan number 022. The latest loaded filing year is 2023. The filing reports 161 participants and $17,951,548 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Credit Union West
EIN
86-0108241
Plan number
022
Plan type
2
Location
Glendale, AZ
Latest filing year
2023
Participants
161
End-of-year plan assets
$17,951,548

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20241009153823NAL0018672881001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,951,548
Total liabilities (EOY)
$0
Net assets (EOY)
$17,951,548
Net assets (BOY)
$16,826,861

Income & contributions

Total contributions
$0
Total income / additions
$2,223,363

Expenses & distributions

Benefits paid
$961,884
Administrative expenses
$136,792
Total expenses
$1,098,676
Net increase / (decrease)
$1,124,687

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$136,792$02023
Sageview Advisory Group LLCOTHER SERVICES$0$21,5612023
Pension Benefit Guaranty CorporatioOTHER SERVICES$0$15,6482023

Related Form 5500 pages