Original filing (PDF)20260209200516NAL0002118416001

FORT BAYARD FEDERAL CREDIT UNION

Name: FORT BAYARD FEDERAL CREDIT UNION — FORT BAYARD FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST, Form 5500 (2024)
Creator: FORT BAYARD FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

FORT BAYARD FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORT BAYARD FEDERAL CREDIT UNION.

Plan sponsor

Name

FORT BAYARD FEDERAL CREDIT UNION

EIN

85-0104965

Address

C/O FIRST FINANCIAL CU · PO BOX 25587 · ALBUQUERQUE, NM · 871250587

Phone

(505) 462-1094

Industry

Finance & Insurancesee all

Plan administrator

Name

FORT BAYARD FEDERAL CREDIT UNION

EIN

85-0104965

City

SANTA CLARA, NM

Phone

(575) 537-3014

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-01

Tax period

2025-09-30

Filed

2026-02-09

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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