Insight Credit Union Employees Savings Plan — Form 5500 plan (Insight Credit Union)
Plain-English plan 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, Insight Credit Union Employees Savings Plan is a benefit plan reported by Insight Credit Union under EIN 59-0626648 and plan number 002. The latest loaded filing year is 2023. The filing reports 156 participants and $8,530,748 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insight Credit Union
- EIN
- 59-0626648
- Plan number
- 002
- Plan type
- 2
- Location
- Winter Springs, FL
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $8,530,748
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20240725131911NAL0024145952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,530,748
- Net assets (EOY)
- $8,530,748
- Net assets (BOY)
- $6,919,658
Income & contributions
- Employer contributions
- $328,146
- Participant contributions
- $441,677
- Total contributions
- $769,823
- Total income / additions
- $1,841,673
Expenses & distributions
- Benefits paid
- $172,838
- Administrative expenses
- $57,745
- Total expenses
- $230,583
- Net increase / (decrease)
- $1,611,090
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $30,554 | $0 | 2023 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISOR | $25,927 | $0 | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $1,264 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Insight Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Winter Springs, FL
- Empower Advisory Group, LLC — Schedule C compensation
- Raymond James & Associates, Inc. — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation