O Bee Credit Union 401(K) Plan — Form 5500 plan (O Bee 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, O Bee Credit Union 401(K) Plan is a benefit plan reported by O Bee Credit Union under EIN 91-0639210 and plan number 002. The latest loaded filing year is 2023. The filing reports 170 participants and $12,174,173 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- O Bee Credit Union
- EIN
- 91-0639210
- Plan number
- 002
- Plan type
- 2
- Location
- Tumwater, WA
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $12,174,173
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20250320154723NAL0010088208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,174,173
- Net assets (EOY)
- $12,174,173
- Net assets (BOY)
- $10,058,049
Income & contributions
- Employer contributions
- $986,422
- Participant contributions
- $562,099
- Total contributions
- $1,572,051
- Total income / additions
- $3,196,531
Expenses & distributions
- Benefits paid
- $1,072,628
- Administrative expenses
- $7,779
- Total expenses
- $1,080,407
- Net increase / (decrease)
- $2,116,124
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $18,689 | $2,551 | 2023 |
| Hunnex And Shoemaker, Inc. | TPA | $12,476 | $0 | 2023 |
| Brinker Capital Investments | FINANCIAL ADVISOR | $2,551 | $0 | 2023 |