Nuvision Federal 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, Nuvision Federal Credit Union (EIN 95-1644517) is a plan sponsor located in Huntington Beach, CA with 3 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
95-1644517
Location
Huntington Beach, CA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$72,907,648
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$72,907,648

Contributions & income

Employer contributions
$1,725,578
Participant contributions
$3,072,843
Total income / additions
$14,964,282

Expenses & distributions

Benefits paid / distributions
$7,127,547
Total expenses
$7,238,574
Net increase / (decrease)
$7,725,708

Coverage

Total reported participants
1,436
Plans with financial statements
2
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

Nuvision Federal Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Nuvision Federal Credit Union Savings Plan002739$62,146,9452023
Employees' Defined Benefit Pension Plan Of Nuvision Federal Credit Union001161$10,760,7032023
Nuvision Federal Credit Union Employees Benefit Plan501536not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Nuvision Federal Credit Union
YearPlanParticipantsSchedulesFiling
2023Nuvision Federal Credit Union Employees Benefit Plan53620240729141743NAL0011118067001
2023Employees' Defined Benefit Pension Plan Of Nuvision Federal Credit Union161H20240920162608NAL0004605555001
2023Nuvision Federal Credit Union Savings Plan739H, C20240920162857NAL0007765953001

Related Form 5500 pages