Meriwest Credit Union Retirement Plan — Form 5500 plan (Meriwest 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, Meriwest Credit Union Retirement Plan is a benefit plan reported by Meriwest Credit Union under EIN 94-1521987 and plan number 001. The latest loaded filing year is 2023. The filing reports 407 participants and $76,695,217 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Meriwest Credit Union
- EIN
- 94-1521987
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 407
- End-of-year plan assets
- $76,695,217
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 407 | H, C | 20241010111102NAL0039841218001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,695,217
- Total liabilities (EOY)
- $44,510
- Net assets (EOY)
- $76,650,707
- Net assets (BOY)
- $70,158,155
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- $8,868,073
Expenses & distributions
- Benefits paid
- $1,884,014
- Administrative expenses
- $491,507
- Total expenses
- $2,375,521
- Net increase / (decrease)
- $6,492,552
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $331,812 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Svcs | NONE | $105,198 | $0 | 2023 |
| Miller, Kaplan, Arase & Co Llp | NONE | $18,000 | not reported in the loaded dataset | 2023 |