Search public Form 5500 filings

15 results

Companies

companyCredit Union West
EIN: 86-0108241Location: AZPlans: 3Latest: 2023

planCredit Union West 401(K) PlanFinancial statementProvider compensation2023 filing
Sponsor: Credit Union WestEIN: 86-0108241Plan: 033Participants: 272Assets: $18,698,009Location: Glendale, AZLatest: 2023
planCredit Union West Retirement Pension PlanFinancial statementProvider compensation2023 filing
Sponsor: Credit Union WestEIN: 86-0108241Plan: 022Participants: 161Assets: $17,951,548Location: Glendale, AZLatest: 2023
planCredit Union West Flexible Benefit PlanProvider compensation2023 filing
Sponsor: Credit Union WestEIN: 86-0108241Plan: 501Participants: 179Assets: not reported in the loaded datasetLocation: Glendale, AZLatest: 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 — Credit Union West Retirement Pension Plan
Sponsor: Credit Union WestEIN: 86-0108241Plan: 022Ack ID: 20241009153823NAL0018672881001
filing2023 Form 5500 — Credit Union West 401(K) Plan
Sponsor: Credit Union WestEIN: 86-0108241Plan: 033Ack ID: 20240927171434NAL0001456835001
filing2023 Form 5500 — Credit Union West Flexible Benefit Plan
Sponsor: Credit Union WestEIN: 86-0108241Plan: 501Ack ID: 20240719132225NAL0003928739001