Pima Federal Credit Union Welfare Benefit Plan — 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 Welfare Benefit Plan is a benefit plan reported by Pima Federal Credit Union under EIN 86-0124950 and plan number 502. The latest loaded filing year is 2023. The filing reports 232 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
- Pima Federal Credit Union
- EIN
- 86-0124950
- Plan number
- 502
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
- Participants
- 232
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | C | 20240521144956NAL0002714897001 |
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 |
|---|---|---|---|---|
| Cbiz Benefits & Insurance Svcs Inc | BROKER | $30,028 | not reported in the loaded dataset | 2023 |
| Cigna Health And Life Insurance Co | CONTRACT ADMINISTRATOR | $22,263 | not reported in the loaded dataset | 2023 |
| Rogers Benefit Group Inc | BROKER | $18,301 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pima Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Tucson, AZ
- Cbiz Benefits & Insurance Svcs Inc — Schedule C compensation
- Cigna Health And Life Insurance Co — Schedule C compensation
- Rogers Benefit Group Inc — Schedule C compensation