2023 Form 5500 filing — Insight Credit Union Employees Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725131911NAL0024145952001) for Insight Credit Union Employees Savings Plan, reported by Insight Credit Union under EIN 59-0626648 and plan number 002. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725131911NAL0024145952001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Insight Credit Union
- EIN
- 59-0626648
- Plan number
- 002
- Location
- Winter Springs, FL
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,530,748
- Net assets (EOY)
- $8,530,748
- Employer contributions
- $328,146
- Participant contributions
- $441,677
- Total income / additions
- $1,841,673
- Benefits paid
- $172,838
- Administrative expenses
- $57,745
- Total expenses
- $230,583
- Net increase / (decrease)
- $1,611,090
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $30,554 | $0 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISOR | $25,927 | $0 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $1,264 | $0 |