Meriwest Credit Union Employee Benefits 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 Employee Benefits Plan is a benefit plan reported by Meriwest Credit Union under EIN 94-1521987 and plan number 501. The latest loaded filing year is 2023. The filing reports 231 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
- Meriwest Credit Union
- EIN
- 94-1521987
- Plan number
- 501
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | C | 20240513153353NAL0036775617001 |
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 |
|---|---|---|---|---|
| Risk Strategies Company | BROKER | $85,512 | not reported in the loaded dataset | 2023 |
| Allied Benefit Systems, LLC | CONTRACT ADMINISTRATOR | $57,609 | not reported in the loaded dataset | 2023 |
| Cigna | CLAIMS PROCESSOR | $16,387 | not reported in the loaded dataset | 2023 |