Plan5500

Island Federal Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Island Federal Credit Union (EIN 11-1814791) is a plan sponsor located in Hauppauge, NY with 5 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
11-1814791
Location
Hauppauge, NY
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Island Federal Credit Union

  • 5 loaded plans hold $57.4M in reported assets.
  • The largest, Island Federal Credit Union Retirement Income Plan And Trust, holds 68% of this company's reported plan assets.
  • Plans cover 777 reported participants.
  • 2 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$57.4MSummed across loaded plans$57,426,702
Total reported assets$57.4M$57,426,702
Total reported participants777
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$57.4M total assets
Net assets$57.4MLiabilities$0
Contributions & income
Employer contributions$1.5M
Participant contributions$796.2K
Total income / additions$10.4M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.9M
Net increase / (decrease)$8.5M

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets68%Island Federal Credit Union Retirement Income Plan And Trust
Participants per plan155Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Island Federal Credit Union Retirement Income Plan And Trust$39.2M
    Plan #001 · 172 participants · 2023
  2. 2
    Island Federal Credit Union 401(K) Plan & Trust$18.3M
    Plan #003 · 190 participants · 2023
  3. 3
    Group Long Term Disability, Basic Term Life, Basic Accidental Death And Dismemberment Plan For Employees Of Island Federal Credit Unionnot reported in the loaded dataset
    Plan #501 · 172 participants · 2023
  4. 4
    Island Federal Credit Union Employees Medical And Dental Plannot reported in the loaded dataset
    Plan #502 · 124 participants · 2023
  5. 5
    Island Federal Credit Union Hra Plannot reported in the loaded dataset
    Plan #503 · 119 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Island Federal Credit Union. Open one for its full reported snapshot.

  1. 2023
    Group Long Term Disability, Basic Term Life, Basic Accidental Death And Dismemberment Plan For Employees Of Island Federal Credit Union172 participants · 2No schedules
    View filing →
  2. 2023
    Island Federal Credit Union Employees Medical And Dental Plan124 participants · 2No schedules
    View filing →
  3. 2023
    Island Federal Credit Union Hra Plan119 participants · 2No schedules
    View filing →
  4. 2023
    Island Federal Credit Union 401(K) Plan & Trust190 participants · 2Sch H
    View filing →
  5. 2023
    Island Federal Credit Union Retirement Income Plan And Trust172 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Island Federal Credit Union report on Form 5500?
Island Federal Credit Union (EIN 11-1814791) reports 5 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Island Federal Credit Union?
The Employer Identification Number (EIN) reported for Island Federal Credit Union is 11-1814791.
What is the latest Form 5500 filing year for Island Federal Credit Union?
The latest loaded Form 5500 filing year for Island Federal Credit Union is 2023.

Related Form 5500 pages