Advantis Credit Union Health And Welfare Plan — Form 5500 plan (Advantis 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, Advantis Credit Union Health And Welfare Plan is a benefit plan reported by Advantis Credit Union under EIN 93-0251640 and plan number 501. The latest loaded filing year is 2023. The filing reports 301 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advantis Credit Union
- EIN
- 93-0251640
- Plan number
- 501
- Plan type
- 2
- Location
- Oregon City, OR
- Latest filing year
- 2023
- Participants
- 301
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 301 | C | 20240829153107NAL0013281457001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Berkley Life & Health | NONE | $596,119 | not reported in the loaded dataset | 2023 |
| Healthcare Management Administrator | NONE | $147,409 | not reported in the loaded dataset | 2023 |
| Cu Benefits Alliance | NONE | $84,630 | not reported in the loaded dataset | 2023 |
| Guardian Life Insurance | CLAIMS PROCESSOR | $12,054 | not reported in the loaded dataset | 2023 |
| United Of Omaha Life Insurance Co | CONTRACT ADMINISTRATOR | $6,922 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advantis Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Oregon City, OR
- Berkley Life & Health — Schedule C compensation
- Healthcare Management Administrator — Schedule C compensation
- Cu Benefits Alliance — Schedule C compensation
- Guardian Life Insurance — Schedule C compensation
- United Of Omaha Life Insurance Co — Schedule C compensation