Nuvision Federal Credit Union Savings Plan — Form 5500 plan (Nuvision Federal 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, Nuvision Federal Credit Union Savings Plan is a benefit plan reported by Nuvision Federal Credit Union under EIN 95-1644517 and plan number 002. The latest loaded filing year is 2023. The filing reports 739 participants and $62,146,945 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nuvision Federal Credit Union
- EIN
- 95-1644517
- Plan number
- 002
- Plan type
- 2
- Location
- Huntington Beach, CA
- Latest filing year
- 2023
- Participants
- 739
- End-of-year plan assets
- $62,146,945
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 739 | H, C | 20240920162857NAL0007765953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,146,945
- Net assets (EOY)
- $62,146,945
- Net assets (BOY)
- $54,710,028
Income & contributions
- Employer contributions
- $1,725,578
- Participant contributions
- $3,072,843
- Total contributions
- $4,885,001
- Total income / additions
- $13,780,825
Expenses & distributions
- Benefits paid
- $6,232,881
- Administrative expenses
- $88,609
- Total expenses
- $6,343,908
- Net increase / (decrease)
- $7,436,917
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $75,034 | $0 | 2023 |
| Wright Ford Young & Co | CONSULTING | $13,575 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nuvision Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Huntington Beach, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Wright Ford Young & Co — Schedule C compensation
- National Financial Services — Schedule C compensation