Original filing (PDF)20250918141102NAL0001621792001

ENERGY CAPITAL CREDIT UNION

Name: ENERGY CAPITAL CREDIT UNION — ENERGY CAPITAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST, Form 5500 (2024)
Creator: ENERGY CAPITAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

ENERGY CAPITAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score

/ 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

Decision-maker contacts

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

Plan sponsor

Name

ENERGY CAPITAL CREDIT UNION