Patelco Credit Union Pension Plan — Form 5500 plan (Patelco 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, Patelco Credit Union Pension Plan is a benefit plan reported by Patelco Credit Union under EIN 94-0755684 and plan number 001. The latest loaded filing year is 2023. The filing reports 658 participants and $71,918,708 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Patelco Credit Union
EIN
94-0755684
Plan number
001
Plan type
2
Location
Dublin, CA
Latest filing year
2023
Participants
658
End-of-year plan assets
$71,918,708

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023658H, C20250915142846NAL0003182210001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$71,918,708
Total liabilities (EOY)
$0
Net assets (EOY)
$71,918,708
Net assets (BOY)
$66,486,316

Income & contributions

Total contributions
$0
Total income / additions
$8,778,531

Expenses & distributions

Benefits paid
$3,172,644
Administrative expenses
$173,495
Total expenses
$3,346,139
Net increase / (decrease)
$5,432,392

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyNONE$110,327not reported in the loaded dataset2023

Related Form 5500 pages