Whatcom Educational Credit Union Retirement Plan — Form 5500 plan (Whatcom Educational 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, Whatcom Educational Credit Union Retirement Plan is a benefit plan reported by Whatcom Educational Credit Union under EIN 91-0712539 and plan number 002. The latest loaded filing year is 2023. The filing reports 583 participants and $59,162,316 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whatcom Educational Credit Union
- EIN
- 91-0712539
- Plan number
- 002
- Plan type
- 2
- Location
- Bellingham, WA
- Latest filing year
- 2023
- Participants
- 583
- End-of-year plan assets
- $59,162,316
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 583 | H, C | 20240926191523NAL0000595907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,162,316
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,162,316
- Net assets (BOY)
- $46,469,122
Income & contributions
- Employer contributions
- $2,774,297
- Participant contributions
- $2,230,780
- Total contributions
- $5,865,911
- Total income / additions
- $15,095,977
Expenses & distributions
- Benefits paid
- $2,283,602
- Administrative expenses
- $119,181
- Total expenses
- $2,402,783
- Net increase / (decrease)
- $12,693,194
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alera Investment Advisors LLC | ADVISOR | $66,087 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $53,094 | $0 | 2023 |