Star One Credit Union Retirement Plan — Form 5500 plan (Star One 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, Star One Credit Union Retirement Plan is a benefit plan reported by Star One Credit Union under EIN 94-6069237 and plan number 002. The latest loaded filing year is 2023. The filing reports 217 participants and $72,480,309 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Star One Credit Union
- EIN
- 94-6069237
- Plan number
- 002
- Plan type
- 2
- Location
- Sunnyvale, CA
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $72,480,309
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20240920154836NAL0004573955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,480,309
- Total liabilities (EOY)
- $134,314
- Net assets (EOY)
- $72,345,995
- Net assets (BOY)
- $63,108,102
Income & contributions
- Employer contributions
- $2,750,000
- Total contributions
- $2,750,000
- Total income / additions
- $12,601,107
Expenses & distributions
- Benefits paid
- $3,184,159
- Administrative expenses
- $179,055
- Total expenses
- $3,363,214
- Net increase / (decrease)
- $9,237,893
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $126,686 | $16,292 | 2023 |
| Taddei, Ludwig & Associates Inc. | NONE | $52,369 | not reported in the loaded dataset | 2023 |
| Reliance | NONE | $0 | $11,345 | 2023 |