2023 Form 5500 filing — Nuvision Federal Credit Union 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 20240920162857NAL0007765953001) for Nuvision Federal Credit Union Savings Plan, reported by Nuvision Federal Credit Union under EIN 95-1644517 and plan number 002. It reports 739 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920162857NAL0007765953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nuvision Federal Credit Union
- EIN
- 95-1644517
- Plan number
- 002
- Location
- Huntington Beach, CA
- Participants
- 739
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,146,945
- Net assets (EOY)
- $62,146,945
- Employer contributions
- $1,725,578
- Participant contributions
- $3,072,843
- Total income / additions
- $13,780,825
- Benefits paid
- $6,232,881
- Administrative expenses
- $88,609
- Total expenses
- $6,343,908
- Net increase / (decrease)
- $7,436,917
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $75,034 | $0 |
| Wright Ford Young & Co | CONSULTING | $13,575 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |