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CHESSIE FEDERAL CREDIT UNION — CHESSIE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241220145107NAL0009809248001
CHESSIE FEDERAL CREDIT UNION
Form 5500-SF
FILING_RECEIVED
CHESSIE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Defined-benefit pension plan
Active participants
13
Accounts w/ balance
—
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
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
CHESSIE FEDERAL CREDIT UNION
.
Find decision makers
Plan sponsor
Name
CHESSIE FEDERAL CREDIT UNION
EIN
52-0580973
Address
C/O CHESSIE FEDERAL CREDIT · PO BOX 689 · CUMBERLAND, MD · 21501
Phone
(301) 722-9046
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2024-12-20
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
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ENDURANCE FEDERAL CREDIT UNION
ENDURANCE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
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.
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