· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RHODE ISLAND CREDIT UNION — RHODE ISLAND CREDIT UNION RETIREMENT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251003151123NAL0000933795001
RHODE ISLAND CREDIT UNION
Form 5500-SF
FILING_RECEIVED
RHODE ISLAND CREDIT UNION RETIREMENT PENSION PLAN
Defined-benefit pension plan
Active participants
26
Accounts w/ balance
—
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RHODE ISLAND CREDIT UNION
.
Find decision makers
Plan sponsor
Name
RHODE ISLAND CREDIT UNION
EIN
05-0252335
Address
95 JEFFERSON BLVD · WARWICK, RI · 02888
Phone
(401) 553-2204
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
022
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
NEIGHBORS CREDIT UNION
NEIGHBORS CREDIT UNION 401 (K) PLAN AND TRUST
$9.2M · 129 participants
MID-ATLANTIC FEDERAL CREDIT UNION
MID-ATLANTIC FEDERAL CREDIT UNION 401(K) SAVINGS PLAN
$9.2M · 62 participants
MEMBERS TRUST OF THE SOUTHWEST FEDERAL CREDIT UNION
MEMBERS TRUST OF THE SOUTHWEST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
$9.1M · 12 participants
UNIWYO FEDERAL CREDIT UNION
UNIWYO FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
$9.1M · 97 participants
INSIGHT CREDIT UNION
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
INSIGHT CREDIT UNION EMPLOYEES SAVINGS PLAN
$9.1M · 121 participants
GTE FEDERAL CREDIT UNION
GTE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN
$9.3M · 66 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B
