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

Avadian Credit Union (EIN 63-0207315) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Avadian Credit Union?

The Employer Identification Number (EIN) reported for Avadian Credit Union is 63-0207315.

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

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

Avadian 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, Avadian Credit Union (EIN 63-0207315) is a plan sponsor located in Birmingham, AL 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: 63-0207315
Location: Birmingham, AL
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $56,550,571
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $56,550,571

Contributions & income

Employer contributions: $779,374
Participant contributions: $1,163,485
Total income / additions: $9,590,327

Expenses & distributions

Benefits paid / distributions: $2,382,934
Total expenses: $2,556,504
Net increase / (decrease): $7,033,823

Coverage

Total reported participants: 766
Plans with financial statements: 2
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

Avadian Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Avadian Credit Union Defined Benefit Plan	001	235	$34,800,007	2023
Avadian Credit Union 401(K) Plan	002	311	$21,750,564	2023
Avadian Credit Union Welfare Benefit Plan	504	220	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Avadian Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Avadian Credit Union Welfare Benefit Plan	220	—	20240906114545NAL0001715920001
2023	Avadian Credit Union Defined Benefit Plan	235	H, C	20241014151729NAL0045057680001
2023	Avadian Credit Union 401(K) Plan	311	H, C	20241014205353NAL0015536803001