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  1. Companies/
  2. Visions Federal Credit Union
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Visions Federal Credit Union

EIN 16-0920502-financial services-Latest filing 2025
Plans
3
Retirement
2
$254.4M assets
Health & Benefits
1
$874K premiums
Participants
2,695
24 MCKINLEY AVE - ENDICOTT, NY 13760607-786-2000visionsfcu.orgLinkedIn501-1000 employeesfinancial services
Plans on this EIN
3 filings
#001Traditional DB-$171.1M - 883 part#033401(k)-$83.3M - 948 part#501Mixed-$874K - 836 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $254.4M assets / 1,831 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#001)$171.1M
  • CREDIT UNION 401(K) (#033)$83.3M
Total $254.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION 401(K) (#033)948
  • PLAN AND TRUST (#001)883
Total 1,831Select a row to open it

Benefits portfolio analytics

1 plan / $874K premiums / 836 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$714K
  • Life$667K
  • Long-term disability$667K
  • Other$145K
  • Vision$62K
Total $874K5 rows
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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

VISIONS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Traditional DB

Assets$171.1M
Participants883
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#033

VISIONS FEDERAL CREDIT UNION 401(K) PLAN

401(k)

Assets$83.3M
Participants948
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

VISIONS FEDERAL CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN

Mixed - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$874K
Covered lives836
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001VISIONS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditional DB$171.1M8832025
#033VISIONS FEDERAL CREDIT UNION 401(K) PLAN401(k)$83.3M9482025
  • VISIONS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST$171.1M
    #001 · Traditional DB · 2025883
  • VISIONS FEDERAL CREDIT UNION 401(K) PLAN$83.3M
    #033 · 401(k) · 2025948

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501VISIONS FEDERAL CREDIT UNION HEALTH AND WELFARE BENEFIT PLANMixedFIRST UNUM LIFE INSURANCE COMPANY$874K8362025
  • VISIONS FEDERAL CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN$874K
    #501 · Mixed · FIRST UNUM LIFE INSURANCE COMPANY · 2025836
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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