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Form 5500 · Retirement plan · DUPONT, WA

AMERICA'S CREDIT UNION, A FEDERAL CREDIT UNION

The filing calls this plan AMERICA'S CREDIT UNION, A FEDERAL CREDIT UNION DEFINED BENEFIT PENSION PLAN AND TRUST.

AMERICA'S CREDIT UNION, A FEDERAL CREDIT UNION of DUPONT, WA files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by PRINCIPAL LIFE INSURANCE 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)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-0620623 · plan 001 · plan year 2024, filed Oct 14, 2025

Participants at the start of the year
177
Contracts on file
1
Contract value
$13,320,159
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 PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $13,320,159 at the end of the plan year, as reported on Schedule A.

$12,530 in agent commissions is disclosed across the contracts; SBHU LIFE AGENCY INC is the agent of record.

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
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC180December$13,320,159$12,530

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
AMERICA'S CREDIT UNION, A FEDERAL CREDIT UNION
EIN 91-0620623
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$25,700
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
$13,320,158
Paid out in benefits
$286,740
Participants at the start of the year
177

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

Who runs the plan

Independent accountantEIN 41-0746749
CLIFTON LARSON ALLEN, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

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