Original filing (PDF)20240206154238NAL0042739936001

LAREDO FEDERAL CREDIT UNION

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

Form 5500-SF

FILING_RECEIVED

LAREDO FEDERAL CREDIT UNION RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 LAREDO FEDERAL CREDIT UNION.

Plan sponsor

Name

LAREDO FEDERAL CREDIT UNION

EIN

74-1327724

Address

1119 CORPUS CHRISTI ST · LAREDO, TX · 78040

Phone

(956) 722-3971

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-02-06

Pension benefit codes

1A · Pay-related DB formula

1H · PBGC-terminated and closed out

1I · Frozen plan — no new benefit accrual

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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