Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOVIA FINANCIAL CREDIT UNION
EIN 11-1644859bankingLatest filing 2025
Plans
6
Retirement
2
$81.1M assets
Welfare
4
$211K premiums
Participants
2,676
1000 CORPORATE DRIVE - WESTBURY, NY 11590516-561-0030joviafinancial.comLinkedIn201-500 employeesbanking
Retirement portfolio analytics
2 plans aggregated / $81.1M assets / 1,150 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
53%top
- (Not disclosed)53%
- CMFG LIFE INSURANCE COMPANY47%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $211K premiums / 1,562 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$109K
- Vision$47K
- Long-term disability$36K
- Health$20K
- Dental$20K
Carrier market share
Premium dollars by Schedule A carrier
68%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY68%
- VISION SERVICE PLAN22%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Broker market share
Schedule A broker compensation
84%top
- CORPORATE SYNERGIES GROUP LLC84%
- FOUNDATION RISK PARTNERS CORP9%
- CENTRO BENEFITS RESEARCH LLC4%
- MARSH & MCLENNAN AGENCY LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JOVIA FINANCIAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$42.9M
Participants517
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#033
JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION PLAN
401k
Assets$38.2M
Participants633
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JOVIA FINANCIAL CREDIT UNION EMPLOYEE GROUP LIFE
Fully Insured - FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$109K
Covered lives470
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
JOVIA FINANCIAL CREDIT UNION EMPLOYEE VOLUNTARY VISION PLAN
Fully Insured - VISION SERVICE PLAN
Premiums$47K
Covered lives279
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
JOVIA FINANCIAL CREDIT UNION EMPLOYEE LONG TERM DISABILITY
Fully Insured - FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$36K
Covered lives470
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
JOVIA FINANCIAL CREDIT UNION EMPLOYEE MEDICAL AND DENTAL PLAN
Fully Insured - GUARDIAN
Premiums$20K
Covered lives343
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOVIA FINANCIAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $42.9M | 517 | 2024 | |
| 033 | JOVIA FINANCIAL CREDIT UNION CAPITAL APPRECIATION PLAN | 401k | $38.2M | 633 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JOVIA FINANCIAL CREDIT UNION EMPLOYEE GROUP LIFE | Fully Insured | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $109K | 470 | 2025 | |
| 504 | JOVIA FINANCIAL CREDIT UNION EMPLOYEE VOLUNTARY VISION PLAN | Fully Insured | VISION SERVICE PLAN | $47K | 279 | 2025 | |
| 502 | JOVIA FINANCIAL CREDIT UNION EMPLOYEE LONG TERM DISABILITY | Fully Insured | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | $36K | 470 | 2025 | |
| 503 | JOVIA FINANCIAL CREDIT UNION EMPLOYEE MEDICAL AND DENTAL PLAN | Fully Insured | GUARDIAN | $20K | 343 | 2025 |
Retirement plans
Welfare plans