Travis 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, Travis Credit Union (EIN 94-1242831) is a plan sponsor located in Vacaville, CA 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
94-1242831
Location
Vacaville, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$66,209,336
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$66,209,336

Contributions & income

Employer contributions
$2,251,889
Participant contributions
$3,687,642
Total income / additions
$16,650,910

Expenses & distributions

Benefits paid / distributions
$5,635,602
Total expenses
$5,718,207
Net increase / (decrease)
$10,932,703

Coverage

Total reported participants
1,465
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

Travis Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Travis Credit Union 401(K) Retirement Plan002856$66,209,3362023
Travis Credit Union Medical, Dental, Vision Life And Ltd502609not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Travis Credit Union
YearPlanParticipantsSchedulesFiling
2023Travis Credit Union Medical, Dental, Vision Life And Ltd60920240715122453NAL0000828099001
2023Travis Credit Union 401(K) Retirement Plan856H, C20241008121737NAL0009627523001

Related Form 5500 pages