Plan5500

America First Credit Union Pension Plan — Form 5500 plan (America First 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, America First Credit Union Pension Plan is a benefit plan reported by America First Credit Union under EIN 87-0216202 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,504 participants and $547,334,141 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
America First Credit Union
EIN
87-0216202
Plan number
001
Plan type
2
Location
Riverdale, UT
Latest filing year
2023
Participants
3,504
End-of-year plan assets
$547,334,141

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,504H, C20241009141017NAL0031519712001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$547,334,141
Total liabilities (EOY)
$85,273
Net assets (EOY)
$547,248,868
Net assets (BOY)
$486,610,206

Income & contributions

Employer contributions
$10,000,000
Total contributions
$10,000,000
Total income / additions
$70,606,118

Expenses & distributions

Benefits paid
$7,881,934
Administrative expenses
$2,085,522
Total expenses
$9,967,456
Net increase / (decrease)
$60,638,662

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyNONE$1,477,315not reported in the loaded dataset2023
Roy & AssociatesACTUARIAL$185,184not reported in the loaded dataset2023
First State Trust Co.TRUSTEE$104,577not reported in the loaded dataset2023

Related Form 5500 pages