form5500lookup

Form 5500 · Retirement plan · LEOMINSTER, MA

ALL ONE CREDIT UNION

The filing calls this plan ALL ONE CREDIT UNION 401(K) PROFIT SHARING PLAN.

ALL ONE CREDIT UNION of LEOMINSTER, MA files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2348884 · plan 002 · plan year 2025, filed Jul 30, 2026

Participants at the start of the year
188
Contracts on file
1
Contract value
$1,150,663
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

The contracts held $1,150,663 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC191December$1,150,663$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
ALL ONE CREDIT UNION
EIN 04-2348884
COMMONWEALTH FINANCIAL NETWORK
ADVISOR · EIN 04-2675571
$20,000
paid directly by the plan
VOYA RETIREMENT INS. & ANNUITY CO.
Recordkeeping and information management · EIN 71-0294708
$2,050
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$23,216,138
Paid out in benefits
$1,683,655
Participants at the start of the year
188
Participants with account balances
139

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 71-0294708
VOYA RETIREMENT INS. & ANNUITY CO.
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

More employer plans in Massachusetts — largest plans, brokers, carriers and renewal months.