Rogue Credit Union Capital Accumulation Plan — Form 5500 plan (Rogue 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, Rogue Credit Union Capital Accumulation Plan is a benefit plan reported by Rogue Credit Union under EIN 93-0491115 and plan number 033. The latest loaded filing year is 2023. The filing reports 750 participants and $45,291,552 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rogue Credit Union
- EIN
- 93-0491115
- Plan number
- 033
- Plan type
- 2
- Location
- Medford, OR
- Latest filing year
- 2023
- Participants
- 750
- End-of-year plan assets
- $45,291,552
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 750 | H, C | 20241015140209NAL0014784771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,291,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,291,552
- Net assets (BOY)
- $38,736,003
Income & contributions
- Employer contributions
- $1,962,526
- Participant contributions
- $2,564,096
- Total contributions
- $5,222,070
- Total income / additions
- $11,027,086
Expenses & distributions
- Benefits paid
- $4,409,323
- Administrative expenses
- $30,364
- Total expenses
- $4,471,537
- Net increase / (decrease)
- $6,555,549
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $31,784 | $0 | 2023 |
| Freedom Fiduciaries LLC | INVESTMENT ADVISOR | $17,530 | not reported in the loaded dataset | 2023 |
| 3 38 Investment Fiduciaries Inc | INVESTMENT ADVISOR | $5,297 | not reported in the loaded dataset | 2023 |