What public Form 5500 filings show about the Westerra Credit Union 401(k) plan — and how to find and check your own account.
Westerra Credit Union (EIN 84-0188017) reports WESTERRA CREDIT UNION CAPITAL ACCUMULATION PLAN on its most recent Form 5500, with $41.7M in plan assets across 284 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 Westerra Credit Union filing — schedules, fees, and providers.
Westerra Credit Union’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Westerra Credit UnionHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CMFG LIFE INSURANCE, BOARD OF TRUSTEES OF RETIREMENT PRO.
