Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$48.3M
Filings through .
Jovia Financial Credit Union
EIN 11-1644859bankingLatest filing 2025
Plans
6
Retirement
2
$94.5M assets
Health & Benefits
4
$211K premiums
Participants
2,661
1000 CORPORATE DR - WESTBURY, AZ 115906624516-561-0030joviafinancial.comLinkedIn201-500 employeesbanking
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $94.5M assets / 1,135 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$48.3M
- CUNA MUTUAL$46.3M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $211K premiums / 1,562 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$109K
- Vision$47K
- Long-term disability$36K
- Health$20K
- Dental$20K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
JOVIA FINANCIAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$48.3M
Participants510
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#033
JOVIA FINANCIAL CREDIT UNION CAPITAL ACCUMULATION PLAN
401(k)
Assets$46.3M
Participants625
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
JOVIA FINANCIAL CREDIT UNION EMPLOYEE GROUP LIFE
Fully insured - FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$109K
Covered lives470
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
JOVIA FINANCIAL CREDIT UNION EMPLOYEE VOLUNTARY VISION PLAN
Fully insured - VISION SERVICE PLAN
Premiums$47K
Covered lives279
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
JOVIA FINANCIAL CREDIT UNION EMPLOYEE LONG TERM DISABILITY
Fully insured - FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$36K
Covered lives470
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
JOVIA FINANCIAL CREDIT UNION EMPLOYEE MEDICAL AND DENTAL PLAN
Fully insured - GUARDIAN
Premiums$20K
Covered lives343
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JOVIA FINANCIAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $48.3M | 510 | 2025 |
| #033 | JOVIA FINANCIAL CREDIT UNION CAPITAL ACCUMULATION PLAN | 401(k) | $46.3M | 625 | 2025 |
- #001 · Traditional DB · 2025510
- #033 · 401(k) · 2025625
Health & Benefits plans
4 plans on this EIN
| 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 |
- #501 · Fully insured · FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY · 2025470
- #504 · Fully insured · VISION SERVICE PLAN · 2025279
- #502 · Fully insured · FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY · 2025470
- #503 · Fully insured · GUARDIAN · 2025343
Retirement plans
Health & Benefits plans