Original filing (PDF)20250512151123NAL0017284801001

UNISON CREDIT UNION

Name: UNISON CREDIT UNION — UNISON CREDIT UNION 401(K) PLAN, Form 5500 (2024)
Creator: UNISON CREDIT UNION

Form 5500-SF

FILING_RECEIVED

UNISON CREDIT UNION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

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 UNISON CREDIT UNION.

Plan sponsor

Name

UNISON CREDIT UNION

EIN

39-1134930

Address

1616 CROOKS AVENUE · KAUKAUNA, WI · 54130

Phone

(920) 766-6000

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CPORT CREDIT UNION OF MAINE

CPORT CREDIT UNION RETIREMENT SAVINGS PLAN

$6.4M · 111 participants

FIREFIGHTERS CREDIT UNION

FIREFIGHTERS CREDIT UNION 401(K) PROFIT SHARING PLAN & TRUST

$6.4M · 28 participants

TEG FEDERAL CREDIT UNION

TEG FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

$6.4M · 197 participants

MUTUAL SAVINGS CREDIT UNION

MUTUAL SAVINGS CREDIT UNION 401(K) PLAN AND TRUST

$6.4M · 66 participants

GENFED FINANCIAL CREDIT UNION, I