Plan5500

Visions Federal Credit Union Defined Benefit Plan And Trust — Form 5500 plan (Visions 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, Visions Federal Credit Union Defined Benefit Plan And Trust is a benefit plan reported by Visions Federal Credit Union under EIN 16-0920502 and plan number 001. The latest loaded filing year is 2023. The filing reports 786 participants and $134,769,714 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Visions Federal Credit Union
EIN
16-0920502
Plan number
001
Plan type
2
Location
Endicott, NY
Latest filing year
2023
Participants
786
End-of-year plan assets
$134,769,714

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023786H, C20241001111409NAL0011453120001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$134,769,714
Total liabilities (EOY)
$0
Net assets (EOY)
$134,769,714
Net assets (BOY)
$119,766,971

Income & contributions

Total contributions
$0
Total income / additions
$16,556,658

Expenses & distributions

Benefits paid
$1,483,903
Administrative expenses
$70,012
Total expenses
$1,553,915
Net increase / (decrease)
$15,002,743

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Members Trust CompanyINVESTMENT MANAGER$70,012not reported in the loaded dataset2023
Bestvest InvestmentsINVESTMENT MANAGER$0$20,1642023

Related Form 5500 pages