Boeing Employees' Credit Union 401(K) Plan — Form 5500 plan (Boeing Employees 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, Boeing Employees' Credit Union 401(K) Plan is a benefit plan reported by Boeing Employees Credit Union under EIN 91-0219435 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,419 participants and $311,704,638 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Boeing Employees Credit Union
EIN
91-0219435
Plan number
002
Plan type
2
Location
Tukwila, WA
Latest filing year
2023
Participants
3,419
End-of-year plan assets
$311,704,638

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,419H, C20241011170414NAL0011212659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$311,704,638
Total liabilities (EOY)
$0
Net assets (EOY)
$311,704,638
Net assets (BOY)
$242,577,236

Income & contributions

Employer contributions
$7,916,354
Participant contributions
$25,137,068
Total contributions
$38,888,090
Total income / additions
$86,925,904

Expenses & distributions

Benefits paid
$17,713,628
Administrative expenses
$53,775
Total expenses
$17,798,502
Net increase / (decrease)
$69,127,402

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$67,065not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$13,290$02023

Related Form 5500 pages