Original filing (PDF)20240806144951NAL0005413378001

FLAG CREDIT UNION

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

Form 5500-SF

FILING_RECEIVED

FLAG CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLAG CREDIT UNION.

Plan sponsor

Name

FLAG CREDIT UNION

EIN

59-0992912

Address

601 N HIGHWAY 231 · PANAMA CITY, FL · 32405

Phone

(850) 591-6928

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-10-31

Filed

2024-08-06

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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