Oneaz Credit Union Defined Benefit Pension Plan — Form 5500 plan (Oneaz 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, Oneaz Credit Union Defined Benefit Pension Plan is a benefit plan reported by Oneaz Credit Union under EIN 86-0108770 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $4,361,232 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.4MPlan net assets, end of year$4,361,232
Participants250Covered participants reported
Assets / participant$17.4KComputed: assets ÷ participants$17,445 (computed)
Provider compensation$155.7K1 Schedule C provider row(s)$155,692
- Plan sponsor
- Oneaz Credit Union
- EIN
- 86-0108770
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20250114152706NAL0011730643001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.4M total assets
Net assets$4.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,361,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,361,232
- Net assets (BOY)
- $46,365,015
Income & contributions
- Total contributions
- $0
- Total income / additions
- $4,243,282
Expenses & distributions
- Benefits paid
- $46,091,373
- Administrative expenses
- $155,692
- Total expenses
- $46,247,065
- Net increase / (decrease)
- -$42,003,783
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets1060%Computed ratio
Benefits paid ÷ total income1086%Computed ratio
Provider comp. ÷ net assets4%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $155,692 | $0 | 2023 |