How many benefit plans does Envision Credit Union report on Form 5500?

Envision Credit Union (EIN 59-0873652) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Envision Credit Union?

The Employer Identification Number (EIN) reported for Envision Credit Union is 59-0873652.

What is the latest Form 5500 filing year for Envision Credit Union?

The latest loaded Form 5500 filing year for Envision Credit Union is 2023.

Envision 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, Envision Credit Union (EIN 59-0873652) is a plan sponsor located in Tallahassee, FL with 2 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: 59-0873652
Location: Tallahassee, FL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $12,588,044
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $12,588,044

Contributions & income

Employer contributions: $546,106
Participant contributions: $721,150
Total income / additions: $2,903,978

Expenses & distributions

Benefits paid / distributions: $929,671
Total expenses: $943,915
Net increase / (decrease): $1,960,063

Coverage

Total reported participants: 531
Plans with financial statements: 1
Plans with provider compensation: 2

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.

Largest loaded plans by reported assets

Envision Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Envision Credit Union 401(K) Plan And Trust	002	276	$12,588,044	2023
Envision Credit Union Welfare Benefits Plan	505	255	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Envision Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Envision Credit Union Welfare Benefits Plan	255	C	20240718112524NAL0003115747001
2023	Envision Credit Union 401(K) Plan And Trust	276	H, C	20240723150123NAL0006727971001