Original filing (PDF)20241115084505NAL0000813009001

MERITRUST FEDERAL CREDIT UNION

Name: MERITRUST FEDERAL CREDIT UNION — MERITRUST FEDERAL CREDIT UNION RETIREMENT PLAN, Form 5500 (2023)
Creator: MERITRUST FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

MERITRUST FEDERAL CREDIT UNION RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 MERITRUST FEDERAL CREDIT UNION.

Plan sponsor

Name

MERITRUST FEDERAL CREDIT UNION

EIN

48-0570799

Address

PO BOX 789757 · 8710 EAST 32ND STREET NORTH · WICHITA, KS · 67278

Phone

(316) 651-5128

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-15

Filed

2024-11-15

Pension benefit codes

1H · PBGC-terminated and closed out

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

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