Harborstone Credit Union Employee Retirement Savings Plan — Form 5500 plan (Harborstone 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, Harborstone Credit Union Employee Retirement Savings Plan is a benefit plan reported by Harborstone Credit Union under EIN 91-0659059 and plan number 002. The latest loaded filing year is 2023. The filing reports 396 participants and $46,585,966 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harborstone Credit Union
- EIN
- 91-0659059
- Plan number
- 002
- Plan type
- 2
- Location
- Tacoma, WA
- Latest filing year
- 2023
- Participants
- 396
- End-of-year plan assets
- $46,585,966
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20241015150342NAL0030087553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,585,966
- Total liabilities (EOY)
- $2,163
- Net assets (EOY)
- $46,583,803
- Net assets (BOY)
- $43,396,781
Income & contributions
- Employer contributions
- $1,910,068
- Participant contributions
- $1,429,922
- Total contributions
- $3,409,315
- Total income / additions
- $10,420,657
Expenses & distributions
- Benefits paid
- $7,153,565
- Administrative expenses
- $80,070
- Total expenses
- $7,233,635
- Net increase / (decrease)
- $3,187,022
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dwyer Pemberton And Coulson | SERVICE PROVIDER | $21,000 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $10,131 | $9,248 | 2023 |
| Pinnacle Pension Services | SERVICE PROVIDER | $7,625 | $7,219 | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $9,248 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harborstone Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Tacoma, WA
- Dwyer Pemberton And Coulson — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Pinnacle Pension Services — Schedule C compensation
- Morningstar — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation