Original filing (PDF)20250409121720NAL0022173377001

MEMBERS FIRST CREDIT UNION OF FLORIDA

Name: MEMBERS FIRST CREDIT UNION OF FLORIDA — MEMBERS FIRST CREDIT UNION OF FLORIDA DEFINED BENEFIT PLAN AND TRUST, Form 5500 (2023)
Creator: MEMBERS FIRST CREDIT UNION OF FLORIDA

Form 5500-SF

FILING_RECEIVED

MEMBERS FIRST CREDIT UNION OF FLORIDA DEFINED BENEFIT PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEMBERS FIRST CREDIT UNION OF FLORIDA.

Plan sponsor

Name

MEMBERS FIRST CREDIT UNION OF FLORIDA

EIN

59-0777511

Address

251 W GARDEN ST · PENSACOLA, FL · 325912983

Phone

(850) 434-2211

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-09

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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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