Vantage West Credit Union Benefit Welfare Plan — Form 5500 plan (Vantage West 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, Vantage West Credit Union Benefit Welfare Plan is a benefit plan reported by Vantage West Credit Union under EIN 86-0120482 and plan number 505. The latest loaded filing year is 2023. The filing reports 507 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vantage West Credit Union
- EIN
- 86-0120482
- Plan number
- 505
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
- Participants
- 507
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 507 | C | 20240803112424NAL0026101681001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Company | CONTRACT ADMINISTRATOR | $348,725 | not reported in the loaded dataset | 2023 |
| Inspira Financial | HSA ADMINISTRATOR | $26,944 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Arizona | CONTRACT ADMINISTRATOR | $18,480 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Insurance Services | BROKER | $0 | $16,380 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vantage West Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Tucson, AZ
- Aetna Life Insurance Company — Schedule C compensation
- Inspira Financial — Schedule C compensation
- Delta Dental Of Arizona — Schedule C compensation
- Cbiz Benefits & Insurance Services — Schedule C compensation