Plan Snapshot
- Plan Sponsor: Idaho Central Credit Union
- Sponsor EIN: 820217065
- Sponsor Address: 4400 CENTRAL WAY, CHUBBUCK, ID, 832025096
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,417
- Total Assets: $104.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,417 | $104.8M | $10.0M | $0 |
| 2023 | 1,326 | $86.2M | $10.0M | $0 |
| 2022 | 1,196 | $65.5M | $10.0M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | Other Service Provider | $129,850 | — | $129,850 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,850
- Estimated Expense Ratio: 0.124% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $129,850 | — | — | — | — |
| 2023 | $154,910 | $24,144 | — | — | — |
| 2022 | $110,036 | $74,493 | — | — | — |