Search public Form 5500 filings

19 results

Companies

companyCitizens Equity First Credit Union
EIN: 37-6028123Location: ILPlans: 5Latest: 2023

planCefcu Retirement Income Plan And TrustFinancial statementProvider compensation2023 filing
Sponsor: Citizens Equity First Credit UnionEIN: 37-6028123Plan: 001Participants: 1,343Assets: $201,439,654Location: Peoria, ILLatest: 2023
planCefcu Deferred Compensation Plan And TrustFinancial statementProvider compensation2023 filing
Sponsor: Citizens Equity First Credit UnionEIN: 37-6028123Plan: 002Participants: 1,139Assets: $124,641,085Location: Peoria, ILLatest: 2023
planCefcu Health Benefit Plan2023 filing
Sponsor: Citizens Equity First Credit UnionEIN: 37-6028123Plan: 501Participants: 990Assets: not reported in the loaded datasetLocation: Peoria, ILLatest: 2023
planCefcu Hra Plan For Retirees2023 filing
Sponsor: Citizens Equity First Credit UnionEIN: 37-6028123Plan: 502Participants: 154Assets: not reported in the loaded datasetLocation: Peoria, ILLatest: 2023
planCefcu Flexible Spending Plan2023 filing
Sponsor: Citizens Equity First Credit UnionEIN: 37-6028123Plan: 503Participants: 934Assets: not reported in the loaded datasetLocation: Peoria, ILLatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Cefcu Retirement Income Plan And Trust
Sponsor: Citizens Equity First Credit UnionEIN: 37-6028123Plan: 001Ack ID: 20241015140322NAL0048294016001
filing2023 Form 5500 — Cefcu Deferred Compensation Plan And Trust
Sponsor: Citizens Equity First Credit UnionEIN: 37-6028123Plan: 002Ack ID: 20240726142845NAL0009064227001
filing2023 Form 5500 — Cefcu Health Benefit Plan
Sponsor: Citizens Equity First Credit UnionEIN: 37-6028123Plan: 501Ack ID: 20240718121640NAL0003408531001
filing2023 Form 5500 — Cefcu Hra Plan For Retirees
Sponsor: Citizens Equity First Credit UnionEIN: 37-6028123Plan: 502Ack ID: 20240718121817NAL0005746497001
filing2023 Form 5500 — Cefcu Flexible Spending Plan
Sponsor: Citizens Equity First Credit UnionEIN: 37-6028123Plan: 503Ack ID: 20240718121514NAL0012188994001