Plan5500

Pima Federal Credit Union Defined Benefit Plan And Trust — Form 5500 plan (Pima 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, Pima Federal Credit Union Defined Benefit Plan And Trust is a benefit plan reported by Pima Federal Credit Union under EIN 86-0124950 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $24,366,397 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pima Federal Credit Union
EIN
86-0124950
Plan number
001
Plan type
2
Location
Tucson, AZ
Latest filing year
2023
Participants
164
End-of-year plan assets
$24,366,397

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20240903124353NAL0018502465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,366,397
Total liabilities (EOY)
$0
Net assets (EOY)
$24,366,397
Net assets (BOY)
$21,579,987

Income & contributions

Total contributions
$0
Total income / additions
$2,899,700

Expenses & distributions

Benefits paid
$14,964
Administrative expenses
$98,326
Total expenses
$113,290
Net increase / (decrease)
$2,786,410

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc/Vance FalbaumNONE$55,867not reported in the loaded dataset2023
Cmfg Life Insurance CompanyNONE$42,459$02023

Related Form 5500 pages