What public Form 5500 filings show about the Advantis Credit Union 401(k) plan — and how to find and check your own account.
Advantis Credit Union (EIN 93-0251640) reports ADVANTIS CREDIT UNION 401(K) PLAN on its most recent Form 5500, with $30.9M in plan assets across 297 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Advantis Credit Union filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is The Standard (StanCorp), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Advantis Credit Union 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GUARDIAN LIFE INSURANCE, BERKLEY LIFE & HEALTH, HEALTHCARE MANAGEMENT ADMINISTRATOR, CU BENEFITS ALLIANCE, PENSION PLAN SPECIALISTS, UNITED OF OMAHA LIFE INSURANCE CO.
