Numerica Credit Union Retirement Plan — Form 5500 plan (Numerica 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, Numerica Credit Union Retirement Plan is a benefit plan reported by Numerica Credit Union under EIN 91-0863377 and plan number 002. The latest loaded filing year is 2023. The filing reports 847 participants and $71,061,230 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Numerica Credit Union
- EIN
- 91-0863377
- Plan number
- 002
- Plan type
- 2
- Location
- Spokane Valley, WA
- Latest filing year
- 2023
- Participants
- 847
- End-of-year plan assets
- $71,061,230
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 847 | H, C | 20240719122602NAL0006807537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,061,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,061,230
- Net assets (BOY)
- $56,108,462
Income & contributions
- Employer contributions
- $4,794,630
- Participant contributions
- $3,994,025
- Total contributions
- $9,657,523
- Total income / additions
- $20,061,590
Expenses & distributions
- Benefits paid
- $5,105,861
- Administrative expenses
- $2,961
- Total expenses
- $5,108,822
- Net increase / (decrease)
- $14,952,768
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $10,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,268 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$12,807 | $0 | 2023 |