2023 Form 5500 filing — Jovia Financial Credit Union Defined Benefit Plan And Trust
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 20241011152356NAL0039286832001) for Jovia Financial Credit Union Defined Benefit Plan And Trust, reported by Jovia Financial Credit Union under EIN 11-1644859 and plan number 001. It reports 443 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011152356NAL0039286832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jovia Financial Credit Union
- EIN
- 11-1644859
- Plan number
- 001
- Location
- Westbury, NY
- Participants
- 443
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,396,176
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,396,176
- Employer contributions
- $4,505,030
- Total income / additions
- $6,004,847
- Benefits paid
- $376,626
- Administrative expenses
- $19,245
- Total expenses
- $395,871
- Net increase / (decrease)
- $5,608,976
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $12,609 | $0 |
| Members Capital Advisors, Inc | NONE | $6,636 | not reported in the loaded dataset |