Employees' Defined Benefit Pension Plan Of Nuvision Federal Credit Union — 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, Employees' Defined Benefit Pension Plan Of Nuvision Federal Credit Union is a benefit plan reported by Nuvision Federal Credit Union under EIN 95-1644517 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $10,760,703 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.8MPlan net assets, end of year$10,760,703
Participants161Covered participants reported
Assets / participant$66.8KComputed: assets ÷ participants$66,837 (computed)
Provider compensationNone reported
Plan sponsor
Nuvision Federal Credit Union
EIN
95-1644517
Plan number
001
Plan type
2
Location
Huntington Beach, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H20240920162608NAL0004605555001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.8M total assets
Net assets$10.8MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$894.7K
Benefits paid / distributions$894.7K
Full reported line items

Net assets

Total assets (EOY)
$10,760,703
Total liabilities (EOY)
$0
Net assets (EOY)
$10,760,703
Net assets (BOY)
$10,471,912

Income & contributions

Total contributions
$0
Total income / additions
$1,183,457

Expenses & distributions

Benefits paid
$894,666
Administrative expenses
$0
Total expenses
$894,666
Net increase / (decrease)
$288,791
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income76%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages