Insight 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, Insight Credit Union (EIN 59-0626648) is a plan sponsor located in Winter Springs, FL with 2 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
59-0626648
Location
Winter Springs, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,530,748
Total reported net assets (EOY)
$8,530,748

Contributions & income

Employer contributions
$328,146
Participant contributions
$441,677
Total income / additions
$1,841,673

Expenses & distributions

Benefits paid / distributions
$172,838
Total expenses
$230,583
Net increase / (decrease)
$1,611,090

Coverage

Total reported participants
302
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

Insight Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Insight Credit Union Employees Savings Plan002156$8,530,7482023
Insight Credit Union Health And Welfare Plan501146not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Insight Credit Union
YearPlanParticipantsSchedulesFiling
2023Insight Credit Union Employees Savings Plan156H, C20240725131911NAL0024145952001
2023Insight Credit Union Health And Welfare Plan14620240730081303NAL0011648419001

Related Form 5500 pages