Original filing (PDF)20250415101639NAL0001375843001

PREMIER FINANCIAL CREDIT UNION

Name: PREMIER FINANCIAL CREDIT UNION — PREMIER FINANCIAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST, Form 5500 (2023)
Creator: PREMIER FINANCIAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

PREMIER FINANCIAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

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 PREMIER FINANCIAL CREDIT UNION.

Plan sponsor

Name

PREMIER FINANCIAL CREDIT UNION

EIN

39-1020437

Address

PO BOX 158 · NEW HOLSTEIN, WI · 53061

Phone

(920) 898-4232

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-04-15

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

COOPERATIVA DE AHORRO Y CREDITO VEGA ALTA

COOPERATIVA DE AHORRO Y CREDITO VEGA ALTA EXECUTIVE SALARY DEFERRAL

$7.5M · 32 participants

GREENWOOD CREDIT UNION

GREENWOOD CREDIT UNION 401(K) PLAN AND TRUST

$7.5M · 78 participants

GATHER FEDERAL CREDIT UNIION

GATHER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

$7.5M · 86 participants

POPA FEDERAL CREDIT UNION

POPA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

$7.5M · 58 participants

RIVERFRONT FEDERAL CREDIT UNION