Original filing (PDF)20251103103605NAL0005506163001

PROSPERA CREDIT UNION

Name: PROSPERA CREDIT UNION — PROSPERA CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST, Form 5500 (2024)
Creator: PROSPERA CREDIT UNION

Form 5500-SF

FILING_RECEIVED

PROSPERA CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROSPERA CREDIT UNION.

Plan sponsor

Name

PROSPERA CREDIT UNION

EIN

39-0744917

Address

4830 N BALLARD RD · APPLETON, WI · 54913

Phone

(920) 305-7812

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-11-03

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

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

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