Verve, A Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Verve, A Credit Union (EIN 39-0711674) is a plan sponsor located in Little Chute, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-0711674
Location
Little Chute, WI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$21,930,926
Total reported liabilities (EOY)
$10,593
Total reported net assets (EOY)
$21,920,333

Contributions & income

Employer contributions
$659,590
Participant contributions
$977,392
Total income / additions
$5,355,652

Expenses & distributions

Benefits paid / distributions
$2,405,131
Total expenses
$2,450,835
Net increase / (decrease)
$2,904,817

Coverage

Total reported participants
678
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Verve, A Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Verve Retirement Plan033406$21,930,9262023
Verve, A Credit Union Health And Welfare Plan502272not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Verve, A Credit Union
YearPlanParticipantsSchedulesFiling
2023Verve, A Credit Union Health And Welfare Plan27220240627101649NAL0010030065001
2023Verve Retirement Plan406H, C20241010135110NAL0020196641001

Related Form 5500 pages